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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 | $46,764 | $58,655-20.3% | $91,994-49.2% | $65,185-28.3% |
| Participation rate | 97.1% | 75.3%+21.8pp | 78.6%+18.4pp | 70.2%+26.9pp |
| Annual return | 26.11% | 33.92%-7.8pp | 69.03%-42.9pp | 29.38%-3.3pp |
| Employer contribution / active EE | $2,530 | $2,080+21.6% | $3,452-26.7% | $2,177+16.2% |
| Participant deferral / active EE | $7,213 | $5,474+31.8% | $5,923+21.8% | $3,514+105.3% |
| Admin fee / account holder | $244 | $434-43.8% | $7,743-96.8% | $847-71.2% |