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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 | $30,459 | $49,249-38.2% | $70,476-56.8% | $79,852-61.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 17.43% | 30.09%-12.7pp | 109.12%-91.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,316 | $2,769+92.0% | $3,710+43.3% | $3,740+42.1% |
| Admin fee / account holder | $91 | $2,878-96.8% | $3,847-97.6% | $5,306-98.3% |