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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 | $21,355 | $53,774-60.3% | $134,162-84.1% | $79,852-73.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 23.39% | 19.01%+4.4pp | 36.35%-13.0pp | 31.72%-8.3pp |
| Employer contribution / active EE | $4,464 | $1,322+237.8% | $3,705+20.5% | $2,471+80.6% |
| Participant deferral / active EE | $3,243 | $2,420+34.0% | $3,500-7.3% | $3,740-13.3% |
| Admin fee / account holder | $151 | $3,985-96.2% | $6,685-97.7% | $5,306-97.1% |