Filed December 30, 2022
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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 | $94,648 | $101,591-6.8% | $147,096-35.7% | $74,429+27.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 36.47% | 8746.45%-8710.0pp | 419.75%-383.3pp | 1368.38%-1331.9pp |
| Employer contribution / active EE | $4,001 | $3,813+4.9% | $4,936-18.9% | $2,625+52.4% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |