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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 | $85,969 | $75,959+13.2% | $154,114-44.2% | $64,181+33.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.49% | 30.32%-36.8pp | 735.16%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,413 | $3,350+91.4% | $5,298+21.0% | $2,381+169.3% |
| Participant deferral / active EE | $4,439 | $3,175+39.8% | $5,081-12.6% | $3,470+27.9% |
| Admin fee / account holder | $250 | $5,589-95.5% | $13,411-98.1% | $4,887-94.9% |