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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 | $48,314+218.4% | $67,561+127.7% | $80,925+90.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.49% | 18.28%-6.8pp | 3525.44%-3513.9pp | 35.65%-24.2pp |
| Employer contribution / active EE | $14,121 | $2,022+598.4% | $2,735+416.4% | $2,756+412.3% |
| Participant deferral / active EE | $6,185 | $2,927+111.3% | $4,003+54.5% | $4,299+43.9% |
| Admin fee / account holder | $194 | $3,690-94.7% | $4,006-95.2% | $6,940-97.2% |