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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 | $0 | $36,224-100.0% | $362,190-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 12.52% | 8.92%+3.6pp | 51.06%-38.5pp | 7.94%+4.6pp |
| Employer contribution / active EE | $0 | $8,454-100.0% | $33,707-100.0% | $18,544-100.0% |
| Participant deferral / active EE | $0 | $758-100.0% | $191-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $354,836-100.0% | $200-100.0% |