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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 | $17,749 | $46,697-62.0% | $117,529-84.9% | $68,490-74.1% |
| Participation rate | 98.7% | 56.8%+41.9pp | 70.6%+28.1pp | 67.9%+30.8pp |
| Annual return | -14.09% | -14.52%+0.4pp | 29.77%-43.9pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,210 | $1,506-19.7% | $4,179-71.1% | $2,597-53.4% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $291 | $4,023-92.8% | $5,645-94.9% | $5,403-94.6% |