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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 | $48,769 | $61,356-20.5% | $149,696-67.4% | $71,511-31.8% |
| Participation rate | 77.4% | 62.5%+14.9pp | 78.8%-1.4pp | 67.9%+9.5pp |
| Annual return | 18.55% | 35.86%-17.3pp | 134.46%-115.9pp | 28.86%-10.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,212-100.0% | $1,588-100.0% |