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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 | $16,389 | $48,053-65.9% | $84,628-80.6% | $72,975-77.5% |
| Participation rate | 85.7% | 57.6%+28.1pp | 68.2%+17.5pp | 69.5%+16.2pp |
| Annual return | 20.62% | 37.39%-16.8pp | 258.80%-238.2pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,661 | $1,602+3.7% | $2,653-37.4% | $2,440-31.9% |
| Participant deferral / active EE | $1,868 | $2,681-30.3% | $3,900-52.1% | $3,608-48.2% |
| Admin fee / account holder | $266 | $3,395-92.2% | $4,914-94.6% | $5,124-94.8% |