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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 | $73,643 | $69,248+6.3% | $64,101+14.9% | $139,466-47.2% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.60% | 45.95%-31.3pp | 33.72%-19.1pp | 373.66%-359.1pp |
| Employer contribution / active EE | $9,793 | $3,185+207.5% | $2,749+256.3% | $4,754+106.0% |
| Participant deferral / active EE | $1,196 | $4,682-74.5% | $3,881-69.2% | $6,712-82.2% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |