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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 | $120,956 | $54,355+122.5% | $82,744+46.2% | $68,486+76.6% |
| Participation rate | 91.2% | 63.9%+27.3pp | 72.6%+18.7pp | 67.9%+23.3pp |
| Annual return | -11.04% | -13.67%+2.6pp | 702.22%-713.3pp | -7.85%-3.2pp |
| Employer contribution / active EE | $10,257 | $2,219+362.3% | $3,008+241.0% | $2,597+295.0% |
| Participant deferral / active EE | $6,293 | $3,246+93.8% | $4,395+43.2% | $4,028+56.2% |
| Admin fee / account holder | $0 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |