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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 | $40,041 | $39,113+2.4% | $69,779-42.6% | - |
| Participation rate | 100.0% | 63.4%+36.6pp | 71.8%+28.2pp | - |
| Annual return | 15.78% | 6.60%+9.2pp | 12.99%+2.8pp | - |
| Employer contribution / active EE | $0 | $1,196-100.0% | $2,338-100.0% | - |
| Participant deferral / active EE | $0 | $2,061-100.0% | $2,931-100.0% | - |
| Admin fee / account holder | $36 | $1,598-97.7% | $4,381-99.2% | - |