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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 | $4,435 | $29,051-84.7% | $52,425-91.5% | $67,986-93.5% |
| Participation rate | 86.1% | 30.4%+55.7pp | 55.6%+30.5pp | 57.2%+28.9pp |
| Annual return | 18.60% | 24.00%-5.4pp | 302.12%-283.5pp | 31.67%-13.1pp |
| Employer contribution / active EE | $383 | $412-7.0% | $914-58.1% | $2,019-81.0% |
| Participant deferral / active EE | $743 | $873-14.9% | $1,790-58.5% | $3,358-77.9% |
| Admin fee / account holder | $18 | $2,113-99.2% | $2,495-99.3% | $3,203-99.4% |