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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 | $88,137+3.8% | $164,975-44.6% | $74,429+22.9% |
| Participation rate | 99.2% | 73.1%+26.1pp | 78.6%+20.6pp | 67.2%+32.0pp |
| Annual return | 91.26% | 17.13%+74.1pp | 70.12%+21.1pp | 1368.38%-1277.1pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $7 | $2,231-99.7% | $12,688-99.9% | $1,944-99.7% |