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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 | $35,692 | $61,166-41.6% | $185,849-80.8% | $79,391-55.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.43% | 19.45%-5.0pp | 122.10%-107.7pp | 116.88%-102.4pp |
| Employer contribution / active EE | $1,273 | $2,321-45.2% | $5,169-75.4% | $2,428-47.6% |
| Participant deferral / active EE | $2,015 | $2,789-27.7% | $5,569-63.8% | $4,046-50.2% |
| Admin fee / account holder | $4 | $710-99.4% | $16,244-100.0% | $627-99.4% |