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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,411 | $47,766+16.0% | $82,763-33.0% | $64,824-14.5% |
| Participation rate | 99.6% | 67.7%+31.9pp | 72.6%+27.1pp | 71.5%+28.1pp |
| Annual return | 332.56% | -13.06%+345.6pp | 702.45%-369.9pp | 32.84%+299.7pp |
| Employer contribution / active EE | $5,093 | $2,182+133.5% | $3,008+69.3% | $2,507+103.1% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $143-100.0% | $5,325-100.0% | $188-100.0% |