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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 | $35,421 | $89,370-60.4% | $141,197-74.9% | $72,976-51.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.24% | 111.88%-85.6pp | 71.41%-45.2pp | 81.02%-54.8pp |
| Employer contribution / active EE | $2,673 | $3,115-14.2% | $4,736-43.6% | $2,440+9.6% |
| Participant deferral / active EE | $4,737 | $5,419-12.6% | $6,710-29.4% | $3,608+31.3% |
| Admin fee / account holder | $205 | $5,957-96.6% | $10,265-98.0% | $5,124-96.0% |