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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 | $34,264 | $66,601-48.6% | $92,909-63.1% | $67,579-49.3% |
| Participation rate | 99.1% | 72.5%+26.6pp | 76.0%+23.1pp | 71.3%+27.8pp |
| Annual return | 19.78% | 92.58%-72.8pp | 109.44%-89.7pp | 378.56%-358.8pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1 | $199-99.4% | $5,795-100.0% | $142-99.1% |