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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 | $98,776+144.0% | $119,126+102.3% | $89,670+168.8% |
| Participation rate | 97.6% | 83.1%+14.5pp | 75.8%+21.8pp | 71.2%+26.5pp |
| Annual return | 7.71% | 9.25%-1.5pp | 282.11%-274.4pp | 19.66%-12.0pp |
| Employer contribution / active EE | $0 | $5,802-100.0% | $4,034-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $230-100.0% | $10,693-100.0% | $352-100.0% |