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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 | $64,236 | $78,044-17.7% | $159,991-59.9% | $78,044-17.7% |
| Participation rate | 99.7% | 74.4%+25.3pp | 78.0%+21.8pp | 74.4%+25.3pp |
| Annual return | -2.88% | 10.87%-13.8pp | 408.82%-411.7pp | 10.87%-13.8pp |
| Employer contribution / active EE | $0 | $3,125-100.0% | $4,225-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $6,183-100.0% | $5,084-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $8,715-100.0% | $79-100.0% |