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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 | $55,986 | $55,470+0.9% | $155,556-64.0% | $74,478-24.8% |
| Participation rate | 78.4% | 61.9%+16.5pp | 78.2%+0.1pp | 67.2%+11.1pp |
| Annual return | 15.84% | 269.80%-254.0pp | 64.84%-49.0pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |