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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 | $240,999 | $105,028+129.5% | $107,187+124.8% | $100,573+139.6% |
| Participation rate | 97.6% | 81.2%+16.4pp | 75.0%+22.6pp | 70.9%+26.7pp |
| Annual return | 7.71% | 10.61%-2.9pp | 204.55%-196.8pp | 18.89%-11.2pp |
| Employer contribution / active EE | $0 | $5,641-100.0% | $3,782-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $355-100.0% | $9,162-100.0% | $454-100.0% |