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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 | $38,200 | $104,482-63.4% | $159,455-76.0% | $79,393-51.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 20.19% | 67.96%-47.8pp | 263.63%-243.4pp | 116.87%-96.7pp |
| Employer contribution / active EE | $2,690 | $3,416-21.3% | $4,830-44.3% | $2,428+10.8% |
| Participant deferral / active EE | $4,655 | $6,467-28.0% | $7,353-36.7% | $4,046+15.1% |
| Admin fee / account holder | $81 | $711-88.6% | $10,800-99.3% | $627-87.1% |