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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 | $70,357 | $58,895+19.5% | $178,503-60.6% | $73,497-4.3% |
| Participation rate | 96.4% | 66.2%+30.2pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 14.48% | 24.86%-10.4pp | 151.12%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |