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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 | $119,073 | $86,692+37.4% | $119,634-0.5% | $66,949+77.9% |
| Participation rate | 87.7% | 75.6%+12.1pp | 79.3%+8.4pp | 69.8%+17.9pp |
| Annual return | 17.28% | -8.00%+25.3pp | -14.98%+32.3pp | 1.57%+15.7pp |
| Employer contribution / active EE | $11,872 | $2,536+368.1% | $4,232+180.5% | $2,545+366.4% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $229 | $755-69.7% | $10,329-97.8% | $594-61.5% |