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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,972 | $64,954+70.8% | $115,752-4.1% | $62,293+78.1% |
| Participation rate | 99.2% | 73.0%+26.2pp | 77.8%+21.4pp | 69.5%+29.7pp |
| Annual return | 650.38% | 24.87%+625.5pp | 19.41%+631.0pp | 28.90%+621.5pp |
| Employer contribution / active EE | $13,607 | $2,344+480.6% | $3,492+289.6% | $2,042+566.3% |
| Participant deferral / active EE | $0 | $3,665-100.0% | $5,204-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $414-100.0% | $6,278-100.0% | $479-100.0% |