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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 | $21,968 | $53,216-58.7% | $155,534-85.9% | $199,960-89.0% |
| Participation rate | 98.9% | 64.1%+34.8pp | 78.2%+20.7pp | 72.0%+26.9pp |
| Annual return | 13.07% | 41.18%-28.1pp | 64.92%-51.9pp | 34.28%-21.2pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $186-99.9% | $15,900-100.0% | $269-99.9% |