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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 | $9,964 | $90,607-89.0% | $79,467-87.5% | $135,380-92.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.58% | 977.74%-982.3pp | 718.30%-722.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,347 | $3,068+9.1% | $2,800+19.5% | $4,779-30.0% |
| Participant deferral / active EE | $5,193 | $4,050+28.2% | $3,704+40.2% | $5,609-7.4% |
| Admin fee / account holder | $96 | $5,895-98.4% | $5,104-98.1% | $10,828-99.1% |