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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 | $24,843 | $73,546-66.2% | $63,018-60.6% | $147,586-83.2% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.8%+19.6pp | 82.8%+11.6pp |
| Annual return | 9.31% | 175.56%-166.2pp | 87.62%-78.3pp | 578.59%-569.3pp |
| Employer contribution / active EE | $1,270 | $3,324-61.8% | $2,761-54.0% | $4,876-74.0% |
| Participant deferral / active EE | $1,687 | $4,185-59.7% | $3,330-49.3% | $5,439-69.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |