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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 | $30,540 | $32,425-5.8% | $74,577-59.0% | $55,167-44.6% |
| Participation rate | 79.7% | 54.0%+25.7pp | 68.1%+11.6pp | 69.0%+10.7pp |
| Annual return | 73.31% | 10.63%+62.7pp | 20.47%+52.8pp | 169.23%-95.9pp |
| Employer contribution / active EE | $1,873 | $1,043+79.5% | $2,525-25.8% | $1,963-4.6% |
| Participant deferral / active EE | $1,851 | $1,995-7.2% | $3,458-46.5% | $3,054-39.4% |
| Admin fee / account holder | $117 | $748-84.4% | $4,138-97.2% | $504-76.8% |