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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 | $139,251+18.8% | $113,397+45.8% | $100,573+64.4% |
| Participation rate | 83.9% | 88.8%-4.9pp | 76.5%+7.4pp | 70.9%+13.0pp |
| Annual return | 0.00% | 14.13%-14.1pp | 23.20%-23.2pp | 18.89%-18.9pp |
| Employer contribution / active EE | $0 | $3,969-100.0% | $2,977-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $0 | $7,399-100.0% | $5,076-100.0% | $4,921-100.0% |
| Admin fee / account holder | $80 | $149-46.3% | $11,957-99.3% | $454-82.3% |