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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 | $47,034 | $46,599+0.9% | $64,101-26.6% | $75,173-37.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.28% | 26.06%-9.8pp | 33.72%-17.4pp | 160.72%-144.4pp |
| Employer contribution / active EE | $2,366 | $1,975+19.8% | $2,749-13.9% | $2,671-11.4% |
| Participant deferral / active EE | $2,231 | $2,837-21.4% | $3,881-42.5% | $4,126-45.9% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |