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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,732 | $58,311-81.6% | $81,882-86.9% | $80,959-86.7% |
| Participation rate | 93.4% | 63.5%+29.9pp | 72.4%+21.0pp | 67.7%+25.7pp |
| Annual return | 23.43% | 41.85%-18.4pp | 779.47%-756.0pp | 35.67%-12.2pp |
| Employer contribution / active EE | $1,415 | $2,347-39.7% | $2,916-51.5% | $2,757-48.7% |
| Participant deferral / active EE | $2,288 | $3,287-30.4% | $4,323-47.1% | $4,300-46.8% |
| Admin fee / account holder | $160 | $4,752-96.6% | $7,360-97.8% | $6,925-97.7% |