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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 | $32,780 | $51,244-36.0% | $80,977-59.5% | $55,167-40.6% |
| Participation rate | 91.0% | 71.7%+19.3pp | 75.8%+15.2pp | 69.0%+22.0pp |
| Annual return | 16.88% | 17.39%-0.5pp | 17.11%-0.2pp | 169.23%-152.3pp |
| Employer contribution / active EE | $853 | $1,770-51.8% | $3,715-77.0% | $1,963-56.5% |
| Participant deferral / active EE | $3,893 | $4,418-11.9% | $5,696-31.7% | $3,054+27.5% |
| Admin fee / account holder | $235 | $398-41.0% | $5,517-95.7% | $504-53.4% |