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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 | $30,659 | $45,825-33.1% | $90,657-66.2% | $56,289-45.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 74.0%+26.0pp | 69.9%+30.1pp |
| Annual return | -1.14% | 38.64%-39.8pp | 1.89%-3.0pp | -9.96%+8.8pp |
| Employer contribution / active EE | $503 | $1,372-63.3% | $2,532-80.1% | $2,111-76.2% |
| Participant deferral / active EE | $1,797 | $2,562-29.9% | $3,424-47.5% | $3,350-46.4% |
| Admin fee / account holder | $242 | $413-41.4% | $4,994-95.2% | $521-53.6% |