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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 | $85,660+93.1% | $140,514+17.7% | $85,660+93.1% |
| Participation rate | 83.9% | 74.8%+9.1pp | 77.8%+6.1pp | 74.8%+9.1pp |
| Annual return | 0.00% | 19.52%-19.5pp | 14.36%-14.4pp | 19.52%-19.5pp |
| Employer contribution / active EE | $0 | $4,199-100.0% | $3,378-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,919-100.0% | $3,518-100.0% |
| Admin fee / account holder | $80 | $224-64.2% | $13,697-99.4% | $224-64.2% |