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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 | $113,323 | $104,497+8.4% | $159,487-28.9% | $79,389+42.7% |
| Participation rate | 80.9% | 76.6%+4.2pp | 82.8%-2.0pp | 70.7%+10.1pp |
| Annual return | 30.28% | 67.98%-37.7pp | 263.71%-233.4pp | 116.89%-86.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $27 | $711-96.3% | $10,804-99.8% | $626-95.8% |