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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 | $141,064 | $58,234+142.2% | $81,783+72.5% | $80,874+74.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.26% | 41.70%-30.4pp | 775.05%-763.8pp | 35.62%-24.4pp |
| Employer contribution / active EE | $11,074 | $2,341+373.0% | $2,913+280.2% | $2,756+301.9% |
| Participant deferral / active EE | $6,980 | $3,283+112.6% | $4,320+61.6% | $4,297+62.4% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |