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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 | $39,799 | $84,940-53.1% | $111,306-64.2% | $79,389-49.9% |
| Participation rate | 98.7% | 75.9%+22.8pp | 77.3%+21.4pp | 70.7%+28.0pp |
| Annual return | 14.15% | 17.45%-3.3pp | 54.67%-40.5pp | 116.89%-102.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |