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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 | $105,948 | $58,258+81.9% | $81,820+29.5% | $80,925+30.9% |
| Participation rate | 94.4% | 63.5%+31.0pp | 72.4%+22.1pp | 67.7%+26.8pp |
| Annual return | 16.47% | 41.76%-25.3pp | 777.93%-761.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $4,996 | $2,345+113.0% | $2,915+71.4% | $2,756+81.3% |
| Participant deferral / active EE | $5,298 | $3,284+61.4% | $4,323+22.6% | $4,299+23.3% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |