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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 | $49,142 | $64,176-23.4% | $112,263-56.2% | $66,949-26.6% |
| Participation rate | 97.8% | 68.4%+29.4pp | 75.1%+22.8pp | 69.8%+28.0pp |
| Annual return | 18.36% | -13.80%+32.2pp | 27.49%-9.1pp | 1.57%+16.8pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |