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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 | $34,022 | $67,594-49.7% | $77,361-56.0% | $69,733-51.2% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.0%+13.3pp | 62.5%+25.8pp |
| Annual return | 10.57% | 19.20%-8.6pp | 1011.54%-1001.0pp | 15.22%-4.7pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $3,401-100.0% | $3,911-100.0% | $3,054-100.0% |
| Admin fee / account holder | $110 | $1,159-90.5% | $5,894-98.1% | $3,102-96.5% |