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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 | $36,491 | $83,045-56.1% | $130,026-71.9% | $71,495-49.0% |
| Participation rate | 82.6% | 74.1%+8.5pp | 78.5%+4.1pp | 67.9%+14.7pp |
| Annual return | 17.01% | 20.61%-3.6pp | -137.26%+154.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,608-100.0% | $1,588-100.0% |