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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 | $63,035 | $31,109+102.6% | $67,704-6.9% | $52,331+20.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 67.5%+32.5pp | 68.1%+31.9pp |
| Annual return | -0.49% | 23.70%-24.2pp | 25.41%-25.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $16 | $466-96.6% | $4,255-99.6% | $592-97.3% |