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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 | $19,032 | $47,479-59.9% | $62,929-69.8% | $82,448-76.9% |
| Participation rate | 95.0% | 66.9%+28.1pp | 73.1%+21.9pp | 68.1%+26.9pp |
| Annual return | 18.83% | 20.34%-1.5pp | 1063.93%-1045.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,062 | $1,885-43.7% | $2,505-57.6% | $2,551-58.4% |
| Participant deferral / active EE | $2,113 | $2,870-26.4% | $3,888-45.7% | $4,139-49.0% |
| Admin fee / account holder | $118 | $3,804-96.9% | $5,065-97.7% | $7,234-98.4% |