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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 | $73,335 | $82,674-11.3% | $125,381-41.5% | $68,486+7.1% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -15.72% | -5.97%-9.7pp | 572.31%-588.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $5,635 | $3,382+66.6% | $4,815+17.0% | $2,597+117.0% |
| Participant deferral / active EE | $5,993 | $6,111-1.9% | $7,448-19.5% | $4,028+48.8% |
| Admin fee / account holder | $250 | $6,277-96.0% | $10,007-97.5% | $5,404-95.4% |