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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 | $7,773 | $48,235-83.9% | $68,803-88.7% | $68,490-88.7% |
| Participation rate | 78.2% | 60.7%+17.5pp | 69.0%+9.2pp | 67.9%+10.3pp |
| Annual return | -8.81% | -12.70%+3.9pp | -6.37%-2.4pp | -7.85%-1.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,361-100.0% | $4,936-100.0% | $5,403-100.0% |