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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 | $91,477 | $88,087+3.8% | $164,866-44.5% | $74,546+22.7% |
| Participation rate | 99.2% | 73.1%+26.1pp | 78.6%+20.6pp | 67.2%+32.0pp |
| Annual return | 91.26% | 17.27%+74.0pp | 69.97%+21.3pp | 1366.03%-1274.8pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $7 | $2,232-99.7% | $12,689-99.9% | $1,944-99.7% |