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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 | $48,277+218.7% | $67,511+127.9% | $80,874+90.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.49% | 18.27%-6.8pp | 3517.41%-3505.9pp | 35.62%-24.1pp |
| Employer contribution / active EE | $14,121 | $2,021+598.6% | $2,733+416.8% | $2,756+412.4% |
| Participant deferral / active EE | $6,185 | $2,926+111.4% | $4,000+54.6% | $4,297+43.9% |
| Admin fee / account holder | $194 | $3,687-94.7% | $3,999-95.2% | $6,935-97.2% |