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 | $0 | $0 | $79,278-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 0.0%0pp |
| Annual return | 8.21% | 7.72%+0.5pp | 0.87%+7.3pp | 7.72%+0.5pp |
| Employer contribution / active EE | $0 | $10,549-100.0% | $17,293-100.0% | $10,549-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $0 | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $20-100.0% | - |