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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 | $143,256 | $53,837+166.1% | $75,714+89.2% | $85,847+66.9% |
| Participation rate | 89.8% | 69.1%+20.7pp | 74.8%+15.0pp | 69.3%+20.5pp |
| Annual return | 13.17% | 24.54%-11.4pp | 104.62%-91.5pp | 318.61%-305.4pp |
| Employer contribution / active EE | $10,621 | $2,017+426.4% | $2,744+287.1% | $2,565+314.0% |
| Participant deferral / active EE | $4,999 | $2,895+72.6% | $3,820+30.8% | $3,952+26.5% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |