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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 | $81,742 | $72,303+13.1% | $86,698-5.7% | $64,824+26.1% |
| Participation rate | 99.6% | 80.4%+19.2pp | 76.6%+23.0pp | 71.5%+28.1pp |
| Annual return | 23.72% | 392.77%-369.0pp | 35.96%-12.2pp | 32.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |