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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 | $0 | $21,578,776-100.0% | $15,289-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | -6.18% | 33.37%-39.5pp | -4.45%-1.7pp | 33.37%-39.5pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $36,974-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $0 | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $740-100.0% | $99,113-100.0% |