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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 | $31,869 | $50,898-37.4% | $171,082-81.4% | $55,167-42.2% |
| Participation rate | 82.4% | 63.3%+19.1pp | 76.7%+5.7pp | 69.0%+13.4pp |
| Annual return | 12.23% | 15.34%-3.1pp | 32.56%-20.3pp | 169.23%-157.0pp |
| Employer contribution / active EE | $1,590 | $1,433+11.0% | $4,002-60.3% | $1,963-19.0% |
| Participant deferral / active EE | $2,519 | $2,994-15.9% | $4,797-47.5% | $3,054-17.5% |
| Admin fee / account holder | $259 | $500-48.2% | $8,520-97.0% | $504-48.6% |