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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 | $116,694 | $65,083+79.3% | $143,788-18.8% | $66,930+74.4% |
| Participation rate | 98.9% | 65.2%+33.7pp | 80.3%+18.6pp | 69.8%+29.1pp |
| Annual return | 5.63% | -11.13%+16.8pp | -0.03%+5.7pp | 1.57%+4.1pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,675-100.0% | $593-100.0% |