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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 | $29,984 | $60,165-50.2% | $74,184-59.6% | $55,167-45.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.69% | 10.00%-3.3pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $952 | $1,600-40.5% | $2,370-59.8% | $1,963-51.5% |
| Participant deferral / active EE | $1,504 | $2,973-49.4% | $3,550-57.6% | $3,054-50.8% |
| Admin fee / account holder | $209 | $419-50.2% | $5,586-96.3% | $504-58.6% |