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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 | $129,678 | $105,210+23.3% | $159,487-18.7% | $85,851+51.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 52.90% | 45.08%+7.8pp | 263.71%-210.8pp | 318.63%-265.7pp |
| Employer contribution / active EE | $1,765 | $3,319-46.8% | $4,831-63.5% | $2,565-31.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $184 | $6,934-97.3% | $10,804-98.3% | $6,261-97.1% |