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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 | $134,137 | $100,060+34.1% | $149,721-10.4% | $70,126+91.3% |
| Participation rate | 98.9% | 83.6%+15.4pp | 87.1%+11.9pp | 69.5%+29.4pp |
| Annual return | 0.00% | 27.46%-27.5pp | 1501.67%-1501.7pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |