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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 | $42,144 | $185,342-77.3% | $111,308-62.1% | $86,821-51.5% |
| Participation rate | 99.0% | 81.0%+18.0pp | 77.3%+21.7pp | 72.3%+26.7pp |
| Annual return | 302.47% | 500.80%-198.3pp | 54.67%+247.8pp | 97.94%+204.5pp |
| Employer contribution / active EE | $6,060 | $2,246+169.8% | $2,732+121.8% | $2,406+151.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,965-100.0% | $170-100.0% |