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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 | $122,683 | $62,688+95.7% | $178,528-31.3% | $77,714+57.9% |
| Participation rate | 99.7% | 66.9%+32.8pp | 77.1%+22.6pp | 70.6%+29.1pp |
| Annual return | 131.39% | 16.16%+115.2pp | 27.11%+104.3pp | 31.26%+100.1pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,950-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $6,278-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,419-100.0% | $433-100.0% |