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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 | $101,499+35.4% | $147,005-6.5% | $74,546+84.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 30.54% | 8732.34%-8701.8pp | 418.76%-388.2pp | 1366.03%-1335.5pp |
| Employer contribution / active EE | $10,215 | $3,811+168.0% | $4,934+107.0% | $2,624+289.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |