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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 | $43,407 | $43,333+0.2% | $59,883-27.5% | $64,181-32.4% |
| Participation rate | 97.4% | 69.2%+28.2pp | 74.7%+22.7pp | 69.6%+27.8pp |
| Annual return | 7.94% | -1.55%+9.5pp | 3.46%+4.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $3,684 | $2,029+81.6% | $2,722+35.3% | $2,381+54.8% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $238 | $3,006-92.1% | $3,591-93.4% | $4,887-95.1% |