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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 | $58,311+81.7% | $81,882+29.4% | $80,959+30.9% |
| Participation rate | 94.4% | 63.5%+31.0pp | 72.4%+22.1pp | 67.7%+26.8pp |
| Annual return | 16.47% | 41.85%-25.4pp | 779.47%-763.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $4,996 | $2,347+112.9% | $2,916+71.3% | $2,757+81.2% |
| Participant deferral / active EE | $5,298 | $3,287+61.2% | $4,323+22.6% | $4,300+23.2% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |