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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 | $33,665 | $99,957-66.3% | $149,730-77.5% | $73,493-54.2% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 20.54% | 53.87%-33.3pp | 276.70%-256.2pp | 28.51%-8.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |