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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 | $35,965 | $105,200-65.8% | $159,474-77.4% | $85,847-58.1% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.8%+15.6pp | 69.3%+29.1pp |
| Annual return | 64.40% | 45.08%+19.3pp | 263.68%-199.3pp | 318.61%-254.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |