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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 | $157,108 | $54,357+189.0% | $82,706+90.0% | $68,495+129.4% |
| Participation rate | 90.9% | 63.9%+27.0pp | 72.6%+18.4pp | 67.9%+23.0pp |
| Annual return | -12.05% | -13.67%+1.6pp | 701.76%-713.8pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,509 | $2,218+148.3% | $3,007+83.2% | $2,596+112.2% |
| Participant deferral / active EE | $10,440 | $3,246+221.6% | $4,394+137.6% | $4,028+159.2% |
| Admin fee / account holder | $0 | $4,396-100.0% | $5,329-100.0% | $5,403-100.0% |