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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 | $153,834 | $48,337+218.3% | $67,560+127.7% | $80,959+90.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.49% | 18.26%-6.8pp | 3533.50%-3522.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $14,121 | $2,023+598.2% | $2,737+416.0% | $2,757+412.2% |
| Participant deferral / active EE | $6,185 | $2,928+111.2% | $4,004+54.5% | $4,300+43.8% |
| Admin fee / account holder | $194 | $3,695-94.8% | $3,994-95.1% | $6,925-97.2% |