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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 | $95,965 | $88,360+8.6% | $145,433-34.0% | $67,986+41.2% |
| Participation rate | 99.5% | 65.5%+34.0pp | 82.1%+17.4pp | 57.2%+42.3pp |
| Annual return | 19.66% | 63.15%-43.5pp | 66.58%-46.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |