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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 | $55,446+1.0% | $155,574-64.0% | $74,429-24.8% |
| Participation rate | 78.4% | 61.9%+16.5pp | 78.2%+0.2pp | 67.2%+11.1pp |
| Annual return | 15.84% | 269.20%-253.4pp | 64.87%-49.0pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |