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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 | $61,572 | $55,449+11.0% | $83,831-26.6% | $56,289+9.4% |
| Participation rate | 85.4% | 68.0%+17.4pp | 76.1%+9.3pp | 69.9%+15.6pp |
| Annual return | 31.05% | -1.38%+32.4pp | 850.99%-819.9pp | -9.96%+41.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $21 | $656-96.7% | $5,479-99.6% | $521-95.9% |