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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 | $28,584 | $86,891-67.1% | $142,460-79.9% | $75,181-62.0% |
| Participation rate | 98.3% | 68.5%+29.7pp | 76.8%+21.5pp | 67.2%+31.1pp |
| Annual return | 83.53% | 23.31%+60.2pp | 19.99%+63.5pp | 160.69%-77.2pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,847-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,283-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $7,299-100.0% | $10,011-100.0% | $5,650-100.0% |