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 | $101,653-6.9% | $147,080-35.6% | $74,459+27.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 36.47% | 8754.98%-8718.5pp | 420.17%-383.7pp | 1369.70%-1333.2pp |
| Employer contribution / active EE | $4,001 | $3,813+4.9% | $4,933-18.9% | $2,626+52.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |