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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 | $34,182 | $65,135-47.5% | $143,801-76.2% | $66,954-48.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.50% | -11.13%-5.4pp | -0.04%-16.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,639-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1 | $503-99.7% | $14,680-100.0% | $594-99.8% |