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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 | $17,324 | $48,314-64.1% | $67,561-74.4% | $80,925-78.6% |
| Participation rate | 86.4% | 66.4%+20.0pp | 72.9%+13.5pp | 67.7%+18.7pp |
| Annual return | 15.67% | 18.28%-2.6pp | 3525.44%-3509.8pp | 35.65%-20.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,063 | $2,927-63.7% | $4,003-73.5% | $4,299-75.3% |
| Admin fee / account holder | $172 | $3,690-95.3% | $4,006-95.7% | $6,940-97.5% |