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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 | $60,349-39.5% | $74,184-50.8% | $62,881-42.0% |
| Participation rate | 98.8% | 72.7%+26.0pp | 76.6%+22.1pp | 69.3%+29.5pp |
| Annual return | 29.12% | 21.38%+7.7pp | 17.74%+11.4pp | 20.14%+9.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |