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 | $0 | $14,491,905-100.0% | $256,121-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 37.7%-37.7pp | 5.3%-5.3pp |
| Annual return | 18.18% | 1057.21%-1039.0pp | 9.60%+8.6pp | 1057.21%-1039.0pp |
| Employer contribution / active EE | $0 | $14,374-100.0% | $45,595-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $255-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,523-100.0% | $81,210-100.0% |