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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 | $159,740 | $84,993+87.9% | $130,045+22.8% | $80,157+99.3% |
| Participation rate | 99.1% | 79.5%+19.5pp | 78.5%+20.6pp | 72.9%+26.1pp |
| Annual return | 27.42% | 23.76%+3.7pp | -137.30%+164.7pp | 40.39%-13.0pp |
| Employer contribution / active EE | $0 | $3,051-100.0% | $4,321-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $0 | $4,984-100.0% | $5,820-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $391-100.0% | $10,600-100.0% | $145-100.0% |