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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 | $105,006 | $75,284+39.5% | $91,004+15.4% | $69,631+50.8% |
| Participation rate | 98.4% | 80.4%+18.0pp | 75.6%+22.8pp | 70.7%+27.7pp |
| Annual return | 27.61% | 48.40%-20.8pp | 4.60%+23.0pp | 27571.02%-27543.4pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $2 | $111-98.0% | $5,417-100.0% | $110-98.0% |