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 | $207,912 | $2,703,213-92.3% | $165,100+25.9% | $200,096+3.9% |
| Participation rate | 84.0% | 78.4%+5.6pp | 78.6%+5.4pp | 72.0%+12.0pp |
| Annual return | 45.06% | 17.97%+27.1pp | 70.21%-25.2pp | 34.26%+10.8pp |
| Employer contribution / active EE | $0 | $2,973-100.0% | $4,348-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $5,021-100.0% | $6,035-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $1,999-100.0% | $12,696-100.0% | $269-100.0% |