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 | $159,740 | $85,144+87.6% | $130,070+22.8% | $80,187+99.2% |
| Participation rate | 99.1% | 79.5%+19.5pp | 78.5%+20.5pp | 72.9%+26.1pp |
| Annual return | 27.42% | 23.78%+3.6pp | -137.40%+164.8pp | 40.40%-13.0pp |
| Employer contribution / active EE | $0 | $3,059-100.0% | $4,322-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $4,992-100.0% | $5,821-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $392-100.0% | $10,600-100.0% | $145-100.0% |