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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 | $169,208 | $181,896-7.0% | $156,551+8.1% | $273,972-38.2% |
| Participation rate | 95.8% | 88.4%+7.4pp | 84.0%+11.8pp | 83.0%+12.8pp |
| Annual return | 5.47% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |