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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 | $14,544 | $100,938-85.6% | $90,461-83.9% | $158,982-90.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.19% | 1727.20%-1718.0pp | 1294.76%-1285.6pp | 302.99%-293.8pp |
| Employer contribution / active EE | $3,127 | $3,691-15.3% | $3,264-4.2% | $4,763-34.3% |
| Participant deferral / active EE | $4,623 | $4,350+6.3% | $3,964+16.6% | $5,983-22.7% |
| Admin fee / account holder | $122 | $6,510-98.1% | $5,617-97.8% | $11,252-98.9% |