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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 | $33,999 | $73,102-53.5% | $123,553-72.5% | $56,289-39.6% |
| Participation rate | 84.0% | 74.3%+9.6pp | 82.3%+1.7pp | 69.9%+14.1pp |
| Annual return | -1.92% | 3.01%-4.9pp | 119.21%-121.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $2,947 | $2,977-1.0% | $4,628-36.3% | $2,111+39.6% |
| Participant deferral / active EE | $6,033 | $5,423+11.3% | $6,426-6.1% | $3,350+80.1% |
| Admin fee / account holder | $158 | $554-71.5% | $9,284-98.3% | $521-69.7% |