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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 | $65,676 | $81,358-19.3% | $155,556-57.8% | $80,959-18.9% |
| Participation rate | 97.9% | 66.3%+31.7pp | 78.2%+19.7pp | 67.7%+30.2pp |
| Annual return | 14.68% | 33.39%-18.7pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $7,383 | $3,106+137.7% | $4,675+57.9% | $2,757+167.8% |
| Participant deferral / active EE | $3,959 | $3,455+14.6% | $5,631-29.7% | $4,300-7.9% |
| Admin fee / account holder | $222 | $7,994-97.2% | $15,885-98.6% | $6,925-96.8% |