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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 | $42,806 | $91,424-53.2% | $135,942-68.5% | $71,495-40.1% |
| Participation rate | 96.9% | 75.7%+21.2pp | 81.9%+14.9pp | 67.9%+28.9pp |
| Annual return | 25.48% | 29.90%-4.4pp | 68.28%-42.8pp | 28.85%-3.4pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,764-100.0% | $1,588-100.0% |