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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 | $119,720 | $54,729+118.8% | $86,235+38.8% | $71,529+67.4% |
| Participation rate | 99.1% | 60.1%+39.0pp | 69.0%+30.2pp | 67.9%+31.2pp |
| Annual return | 39.01% | 20.07%+18.9pp | 1170.03%-1131.0pp | 28.97%+10.0pp |
| Employer contribution / active EE | $1,366 | $1,267+7.8% | $2,381-42.6% | $2,590-47.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,921-100.0% | $6,856-100.0% | $1,588-100.0% |