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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 | $88,853 | $93,182-4.6% | $146,643-39.4% | $79,391+11.9% |
| Participation rate | 99.0% | 76.4%+22.6pp | 80.1%+19.0pp | 70.7%+28.3pp |
| Annual return | 47.83% | 21.61%+26.2pp | 22.75%+25.1pp | 116.88%-69.1pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $627-100.0% |