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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 | $27,841 | $35,485-21.5% | $74,551-62.7% | $55,725-50.0% |
| Participation rate | 92.9% | 62.5%+30.3pp | 69.1%+23.7pp | 70.9%+22.0pp |
| Annual return | 39.10% | 0.72%+38.4pp | 32.53%+6.6pp | 244.93%-205.8pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,059-100.0% | $115-100.0% |