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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 | $20,611 | $156,963-86.9% | $121,204-83.0% | $139,466-85.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.13% | 1476.75%-1460.6pp | 987.18%-971.0pp | 373.66%-357.5pp |
| Employer contribution / active EE | $3,419 | $5,544-38.3% | $4,170-18.0% | $4,754-28.1% |
| Participant deferral / active EE | $7,324 | $4,848+51.1% | $4,083+79.4% | $6,712+9.1% |
| Admin fee / account holder | $22 | $6,953-99.7% | $5,651-99.6% | $11,409-99.8% |