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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 | $91,760-30.3% | $156,181-59.1% | $67,986-6.0% |
| Participation rate | 97.1% | 65.0%+32.1pp | 78.8%+18.3pp | 57.2%+39.9pp |
| Annual return | 13.15% | 18.14%-5.0pp | 64.87%-51.7pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,949-100.0% | $14,586-100.0% | $3,203-100.0% |