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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 | $53,751 | $174,875-69.3% | $125,391-57.1% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 82.4%+17.6pp | - |
| Annual return | 11.66% | -12.92%+24.6pp | 572.41%-560.8pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,816-100.0% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,448-100.0% | - |
| Admin fee / account holder | $0 | $56,366-100.0% | $10,009-100.0% | - |