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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 | $58,234+81.9% | $81,783+29.5% | $80,874+31.0% |
| Participation rate | 94.4% | 63.4%+31.0pp | 72.4%+22.1pp | 67.6%+26.8pp |
| Annual return | 16.47% | 41.70%-25.2pp | 775.05%-758.6pp | 35.62%-19.1pp |
| Employer contribution / active EE | $4,996 | $2,341+113.4% | $2,913+71.5% | $2,756+81.3% |
| Participant deferral / active EE | $5,298 | $3,283+61.4% | $4,320+22.6% | $4,297+23.3% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |