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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,945 | $45,050-29.1% | $63,018-49.3% | $70,126-54.4% |
| Participation rate | 96.7% | 69.5%+27.2pp | 74.8%+21.9pp | 69.5%+27.1pp |
| Annual return | 19.61% | 18.76%+0.8pp | 87.62%-68.0pp | 73.15%-53.5pp |
| Employer contribution / active EE | $10,716 | $2,052+422.2% | $2,761+288.2% | $2,343+357.4% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |