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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 | $17,973 | $59,813-70.0% | $79,580-77.4% | $68,486-73.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 18.29% | -12.30%+30.6pp | 0.15%+18.1pp | -7.85%+26.1pp |
| Employer contribution / active EE | $15,566 | $1,505+934.2% | $2,413+545.0% | $2,597+499.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,404-100.0% |