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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 | $27,792 | $45,087-38.4% | $69,483-60.0% | $72,976-61.9% |
| Participation rate | 97.1% | 68.5%+28.7pp | 74.6%+22.5pp | 69.5%+27.7pp |
| Annual return | 14.96% | 22.67%-7.7pp | 28.99%-14.0pp | 81.02%-66.1pp |
| Employer contribution / active EE | $6,914 | $2,055+236.4% | $2,780+148.8% | $2,440+183.4% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |