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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 | $26,623 | $52,467-49.3% | $57,196-53.5% | $55,167-51.7% |
| Participation rate | 95.7% | 75.8%+19.8pp | 75.3%+20.3pp | 69.0%+26.7pp |
| Annual return | 5.00% | 7.72%-2.7pp | 14.59%-9.6pp | 169.23%-164.2pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |