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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 | $83,890 | $84,236-0.4% | $170,435-50.8% | $70,126+19.6% |
| Participation rate | 94.1% | 70.8%+23.3pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 14.91% | 23.06%-8.2pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $5,244 | $3,387+54.8% | $5,432-3.5% | $2,343+123.9% |
| Participant deferral / active EE | $2,547 | $3,086-17.5% | $4,939-48.4% | $3,332-23.6% |
| Admin fee / account holder | $171 | $5,698-97.0% | $13,881-98.8% | $4,645-96.3% |