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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 | $55,457-65.7% | $77,361-75.4% | $94,015-79.8% |
| Participation rate | 95.0% | 69.8%+25.2pp | 75.0%+20.0pp | 70.8%+24.2pp |
| Annual return | 18.83% | 15.57%+3.3pp | 1011.54%-992.7pp | 17.84%+1.0pp |
| Employer contribution / active EE | $1,062 | $2,255-52.9% | $2,990-64.5% | $2,790-61.9% |
| Participant deferral / active EE | $2,113 | $3,069-31.2% | $3,911-46.0% | $4,249-50.3% |
| Admin fee / account holder | $118 | $4,334-97.3% | $5,894-98.0% | $8,951-98.7% |