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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 | $76,407-36.5% | $150,298-67.7% | $82,448-41.2% |
| Participation rate | 89.1% | 66.4%+22.7pp | 77.8%+11.3pp | 68.1%+21.0pp |
| Annual return | 15.80% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |