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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 | $62,482 | $53,837+16.1% | $75,714-17.5% | $85,847-27.2% |
| Participation rate | 88.0% | 69.1%+18.9pp | 74.8%+13.2pp | 69.3%+18.7pp |
| Annual return | 63.60% | 24.54%+39.1pp | 104.62%-41.0pp | 318.61%-255.0pp |
| Employer contribution / active EE | $8,546 | $2,017+323.6% | $2,744+211.5% | $2,565+233.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |