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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 | $11,004 | $53,162-79.3% | $91,227-87.9% | $68,490-83.9% |
| Participation rate | 80.6% | 63.2%+17.4pp | 73.2%+7.5pp | 67.9%+12.7pp |
| Annual return | -15.96% | -3.14%-12.8pp | 114.14%-130.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,663 | $1,709-2.7% | $2,851-41.7% | $2,597-36.0% |
| Participant deferral / active EE | $1,428 | $2,974-52.0% | $4,234-66.3% | $4,028-64.5% |
| Admin fee / account holder | $171 | $4,493-96.2% | $5,423-96.9% | $5,403-96.8% |