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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 | $22,917 | $37,044-38.1% | $71,796-68.1% | $57,658-60.3% |
| Participation rate | 96.9% | 61.1%+35.8pp | 69.1%+27.8pp | 70.2%+26.7pp |
| Annual return | 20.72% | 12.64%+8.1pp | 78.04%-57.3pp | 5.13%+15.6pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-99.9% | $4,815-100.0% | $95-99.9% |