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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,550 | $100,801-53.8% | $149,745-68.9% | $73,412-36.6% |
| Participation rate | 95.2% | 77.7%+17.5pp | 82.5%+12.7pp | 72.2%+23.0pp |
| Annual return | 16.55% | 265.34%-248.8pp | 276.72%-260.2pp | 59.30%-42.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |