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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 | $207,912 | $2,687,218-92.3% | $164,975+26.0% | $199,921+4.0% |
| Participation rate | 84.0% | 78.3%+5.7pp | 78.6%+5.4pp | 72.0%+12.0pp |
| Annual return | 45.06% | 17.94%+27.1pp | 70.12%-25.1pp | 34.28%+10.8pp |
| Employer contribution / active EE | $0 | $2,958-100.0% | $4,343-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $0 | $5,002-100.0% | $6,033-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $12,688-100.0% | $269-100.0% |