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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 | $37,420 | $55,453-32.5% | $170,435-78.0% | $62,293-39.9% |
| Participation rate | 98.1% | 66.4%+31.7pp | 83.6%+14.5pp | 69.5%+28.5pp |
| Annual return | 14.56% | 21.38%-6.8pp | 205.94%-191.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $33 | $455-92.8% | $13,881-99.8% | $479-93.2% |