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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 | $167,215 | $65,437+155.5% | $86,698+92.9% | $66,949+149.8% |
| Participation rate | 99.4% | 75.5%+24.0pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | 23.04% | -10.91%+34.0pp | 35.96%-12.9pp | 1.57%+21.5pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |