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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 | $50,554-62.4% | $67,681-71.9% | $87,485-78.2% |
| Participation rate | 95.0% | 67.7%+27.3pp | 73.7%+21.3pp | 68.9%+26.1pp |
| Annual return | 18.83% | 17.81%+1.0pp | 590.58%-571.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $1,062 | $1,988-46.6% | $2,678-60.4% | $2,596-59.1% |
| Participant deferral / active EE | $2,113 | $2,961-28.7% | $3,976-46.9% | $4,274-50.6% |
| Admin fee / account holder | $118 | $4,132-97.1% | $6,100-98.1% | $7,775-98.5% |