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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,642 | $54,573-1.7% | $90,970-41.0% | $73,497-27.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 42.97% | 16.69%+26.3pp | 134.60%-91.6pp | 28.51%+14.5pp |
| Employer contribution / active EE | $290 | $991-70.7% | $2,122-86.3% | $2,270-87.2% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,961-100.0% | $513-100.0% |