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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 | $31,173 | $60,165-48.2% | $74,184-58.0% | $55,167-43.5% |
| Participation rate | 99.2% | 74.2%+25.1pp | 76.6%+22.6pp | 69.0%+30.3pp |
| Annual return | 18.11% | 10.00%+8.1pp | 17.74%+0.4pp | 169.23%-151.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |