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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 | $42,893 | $45,082-4.9% | $69,464-38.3% | $72,975-41.2% |
| Participation rate | 98.5% | 68.5%+30.0pp | 74.6%+23.9pp | 69.5%+29.0pp |
| Annual return | 17.23% | 22.66%-5.4pp | 28.98%-11.7pp | 81.01%-63.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $24 | $3,057-99.2% | $3,840-99.4% | $5,124-99.5% |