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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 | $53,923 | $93,057-42.1% | $153,500-64.9% | $80,925-33.4% |
| Participation rate | 96.1% | 69.0%+27.1pp | 77.1%+19.0pp | 67.7%+28.4pp |
| Annual return | 113.11% | 19.96%+93.2pp | 15.70%+97.4pp | 35.65%+77.5pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $6,756-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15 | $8,885-99.8% | $12,736-99.9% | $6,940-99.8% |