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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 | $62,055 | $93,617-33.7% | $135,982-54.4% | $75,177-17.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.90% | 30.89%-15.0pp | 68.32%-52.4pp | 160.75%-144.8pp |
| Employer contribution / active EE | $7,941 | $3,538+124.4% | $4,859+63.4% | $2,671+197.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $281 | $6,980-96.0% | $10,767-97.4% | $5,651-95.0% |