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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,323 | $43,133-59.8% | $89,435-80.6% | $73,497-76.4% |
| Participation rate | 71.7% | 55.0%+16.8pp | 68.0%+3.7pp | 70.7%+1.0pp |
| Annual return | 75.00% | 135.66%-60.7pp | 245.55%-170.6pp | 28.51%+46.5pp |
| Employer contribution / active EE | $606 | $1,438-57.8% | $2,587-76.6% | $2,270-73.3% |
| Participant deferral / active EE | $4,416 | $2,445+80.7% | $3,890+13.5% | $3,740+18.1% |
| Admin fee / account holder | $130 | $444-70.7% | $4,884-97.3% | $513-74.7% |