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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 | $73,258 | $104,699-30.0% | $130,045-43.7% | - |
| Participation rate | 98.0% | 73.3%+24.7pp | 78.5%+19.5pp | - |
| Annual return | 18.22% | 12.02%+6.2pp | -137.30%+155.5pp | - |
| Employer contribution / active EE | $0 | $2,071-100.0% | $4,321-100.0% | - |
| Participant deferral / active EE | $0 | $4,216-100.0% | $5,820-100.0% | - |
| Admin fee / account holder | $0 | $5,899-100.0% | $10,600-100.0% | - |