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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 | $49,615 | $99,957-50.4% | $149,745-66.9% | $73,497-32.5% |
| Participation rate | 98.2% | 75.7%+22.5pp | 82.5%+15.7pp | 70.7%+27.5pp |
| Annual return | 109.70% | 53.87%+55.8pp | 276.72%-167.0pp | 28.51%+81.2pp |
| Employer contribution / active EE | $2,587 | $3,191-18.9% | $4,646-44.3% | $2,270+14.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $551-99.9% | $9,312-100.0% | $513-99.8% |