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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 | $6,197 | $29,319-78.9% | $52,425-88.2% | $82,448-92.5% |
| Participation rate | 95.7% | 46.9%+48.8pp | 55.6%+40.0pp | 68.1%+27.6pp |
| Annual return | 23.15% | 535.20%-512.1pp | 302.12%-279.0pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,447 | $586+146.8% | $914+58.3% | $2,551-43.3% |
| Participant deferral / active EE | $1,894 | $1,171+61.7% | $1,790+5.8% | $4,139-54.2% |
| Admin fee / account holder | $168 | $1,962-91.4% | $2,495-93.2% | $7,234-97.7% |