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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 | $78,690-38.3% | $161,489-70.0% | $87,485-44.5% |
| Participation rate | 89.1% | 67.5%+21.6pp | 78.7%+10.4pp | 68.9%+20.1pp |
| Annual return | 15.80% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |