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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,449 | $101,591+35.3% | $147,096-6.6% | $74,429+84.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 30.54% | 8746.45%-8715.9pp | 419.75%-389.2pp | 1368.38%-1337.8pp |
| Employer contribution / active EE | $10,215 | $3,813+167.9% | $4,936+107.0% | $2,625+289.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |