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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 | $40,286 | $65,367-38.4% | $92,915-56.6% | $72,976-44.8% |
| Participation rate | 99.0% | 68.3%+30.6pp | 76.0%+23.0pp | 69.5%+29.5pp |
| Annual return | 864.21% | 42.11%+822.1pp | 109.45%+754.8pp | 81.02%+783.2pp |
| Employer contribution / active EE | $2,883 | $2,594+11.1% | $3,653-21.1% | $2,440+18.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |