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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 | $25,146 | $37,196-32.4% | $154,108-83.7% | $55,725-54.9% |
| Participation rate | 82.0% | 64.1%+17.9pp | 83.0%-1.1pp | 70.9%+11.1pp |
| Annual return | -3.97% | 1319.68%-1323.6pp | 735.21%-739.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |