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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 | $74,550 | $56,640+31.6% | $78,002-4.4% | $55,167+35.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 15.84% | 2868.48%-2852.6pp | 425.99%-410.1pp | 169.23%-153.4pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $247 | $467-47.0% | $5,481-95.5% | $504-51.0% |