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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 | $30,724 | $58,093-47.1% | $80,022-61.6% | $56,287-45.4% |
| Participation rate | 97.1% | 73.6%+23.4pp | 75.8%+21.2pp | 69.9%+27.2pp |
| Annual return | -4.31% | 34.63%-38.9pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $7 | $623-98.9% | $6,521-99.9% | $521-98.6% |