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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 | $53,251 | $42,909+24.1% | $60,906-12.6% | $68,486-22.2% |
| Participation rate | 95.6% | 66.8%+28.8pp | 73.1%+22.5pp | 67.9%+27.7pp |
| Annual return | -12.30% | -13.99%+1.7pp | 16.94%-29.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $24 | $3,104-99.2% | $3,227-99.3% | $5,404-99.6% |