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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 | $38,620 | $43,423-11.1% | $78,676-50.9% | $55,167-30.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 6.58% | 11.53%-4.9pp | 62.19%-55.6pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,721 | $2,509+8.5% | $3,517-22.6% | $3,054-10.9% |
| Admin fee / account holder | $66 | $416-84.1% | $4,510-98.5% | $504-86.9% |