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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 | $18,350 | $109,872-83.3% | $98,483-81.4% | $167,536-89.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.79% | 1959.31%-1948.5pp | 1494.38%-1483.6pp | 478.82%-468.0pp |
| Employer contribution / active EE | $3,277 | $3,225+1.6% | $2,961+10.7% | $4,839-32.3% |
| Participant deferral / active EE | $4,735 | $4,673+1.3% | $4,276+10.7% | $6,342-25.3% |
| Admin fee / account holder | $171 | $6,757-97.5% | $5,953-97.1% | $12,315-98.6% |