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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 | $58,731 | $47,977+22.4% | $154,108-61.9% | $56,289+4.3% |
| Participation rate | 97.0% | 66.2%+30.9pp | 83.0%+14.0pp | 69.9%+27.2pp |
| Annual return | 4.57% | 3.54%+1.0pp | 735.21%-730.6pp | -9.96%+14.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |