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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 | $36,631 | $73,518-50.2% | $63,005-41.9% | $147,585-75.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.81% | 175.46%-165.7pp | 87.59%-77.8pp | 578.58%-568.8pp |
| Employer contribution / active EE | $261,631 | $3,322+7774.8% | $2,760+9378.8% | $4,876+5265.2% |
| Participant deferral / active EE | $320,457 | $4,183+7560.6% | $3,329+9525.6% | $5,439+5792.1% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |