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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 | $48,520 | $86,050-43.6% | $189,758-74.4% | $94,015-48.4% |
| Participation rate | 89.1% | 68.9%+20.2pp | 79.8%+9.3pp | 70.8%+18.2pp |
| Annual return | 15.80% | 17.77%-2.0pp | 52.62%-36.8pp | 17.84%-2.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |