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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 | $132,641 | $98,776+34.3% | $149,745-11.4% | $79,856+66.1% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+27.0pp |
| Annual return | 14.77% | 27.38%-12.6pp | 276.72%-262.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,832 | $3,217-12.0% | $4,646-39.0% | $2,471+14.6% |
| Participant deferral / active EE | $6,886 | $5,681+21.2% | $6,843+0.6% | $3,741+84.1% |
| Admin fee / account holder | $211 | $6,053-96.5% | $9,312-97.7% | $5,306-96.0% |