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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 | $20,494 | $43,344-52.7% | $59,899-65.8% | $64,173-68.1% |
| Participation rate | 93.8% | 69.2%+24.6pp | 74.7%+19.1pp | 69.6%+24.2pp |
| Annual return | 9.70% | -1.55%+11.3pp | 3.46%+6.2pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,459 | $2,030-28.1% | $2,723-46.4% | $2,381-38.7% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $270 | $3,008-91.0% | $3,592-92.5% | $4,887-94.5% |