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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 | $165,373 | $129,270+27.9% | $120,344+37.4% | $89,670+84.4% |
| Participation rate | 83.9% | 90.9%-6.9pp | 76.7%+7.2pp | 71.2%+12.8pp |
| Annual return | 0.00% | 12.39%-12.4pp | 20.30%-20.3pp | 19.66%-19.7pp |
| Employer contribution / active EE | $0 | $4,468-100.0% | $3,020-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $0 | $7,255-100.0% | $5,135-100.0% | $3,962-100.0% |
| Admin fee / account holder | $80 | $124-35.4% | $12,742-99.4% | $352-77.2% |