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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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,934 | $95,904-33.3% | $173,730-63.2% | $64,340-0.6% |
| Participation rate | 97.1% | 60.6%+36.5pp | 79.6%+17.5pp | 55.2%+41.8pp |
| Annual return | 13.15% | 17.47%-4.3pp | 19.96%-6.8pp | 24.14%-11.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,089-100.0% | $17,523-100.0% | $3,703-100.0% |