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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 | $29,260 | $66,431-56.0% | $109,916-73.4% | $85,851-65.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 69.43% | 19.59%+49.8pp | 29.46%+40.0pp | 318.63%-249.2pp |
| Employer contribution / active EE | $1,376 | $1,688-18.5% | $2,844-51.6% | $2,565-46.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $210 | $4,559-95.4% | $6,069-96.5% | $6,261-96.6% |