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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 | $0 | $289,682-100.0% | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | - |
| Annual return | 16.72% | 43.80%-27.1pp | 20.73%-4.0pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $36,503-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $77-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $7,495-100.0% | - |