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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 | $43,231 | $55,002-21.4% | $59,883-27.8% | $56,287-23.2% |
| Participation rate | 98.2% | 75.9%+22.3pp | 74.7%+23.5pp | 69.9%+28.4pp |
| Annual return | -1.67% | 1.13%-2.8pp | 3.46%-5.1pp | -9.96%+8.3pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |