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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 | $81,371 | $74,706+8.9% | $75,717+7.5% | $79,393+2.5% |
| Participation rate | 70.8% | 75.3%-4.5pp | 74.8%-4.0pp | 70.7%+0.1pp |
| Annual return | 15.24% | 18.52%-3.3pp | 104.58%-89.3pp | 116.87%-101.6pp |
| Employer contribution / active EE | $935 | $2,590-63.9% | $2,743-65.9% | $2,428-61.5% |
| Participant deferral / active EE | $3,715 | $3,533+5.1% | $3,821-2.8% | $4,046-8.2% |
| Admin fee / account holder | $4 | $374-99.0% | $3,619-99.9% | $627-99.4% |