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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 | $56,181 | $46,596+20.6% | $64,099-12.4% | $75,181-25.3% |
| Participation rate | 97.6% | 65.9%+31.7pp | 72.3%+25.3pp | 67.2%+30.4pp |
| Annual return | 13.57% | 26.04%-12.5pp | 33.70%-20.1pp | 160.69%-147.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24 | $2,954-99.2% | $3,070-99.2% | $5,650-99.6% |