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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 | $26,840 | $59,191-54.7% | $76,767-65.0% | $56,289-52.3% |
| Participation rate | 98.7% | 75.2%+23.4pp | 77.0%+21.7pp | 69.9%+28.8pp |
| Annual return | 10.73% | 6.62%+4.1pp | 2.43%+8.3pp | -9.96%+20.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |