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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 | $109,589 | $99,016+10.7% | $93,786+16.9% | $66,949+63.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | 14.53% | -14.59%+29.1pp | -11.32%+25.9pp | 1.57%+13.0pp |
| Employer contribution / active EE | $13,311 | $4,769+179.1% | $4,328+207.6% | $2,545+422.9% |
| Participant deferral / active EE | $0 | $6,689-100.0% | $6,100-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $477-100.0% | $7,184-100.0% | $594-100.0% |