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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 | $36,084 | $75,183-52.0% | $123,894-70.9% | $55,167-34.6% |
| Participation rate | 98.0% | 72.8%+25.2pp | 81.4%+16.6pp | 69.0%+29.0pp |
| Annual return | 76.36% | 19.01%+57.4pp | 47.52%+28.8pp | 169.23%-92.9pp |
| Employer contribution / active EE | $4,797 | $2,823+69.9% | $4,617+3.9% | $1,963+144.4% |
| Participant deferral / active EE | $11,453 | $5,084+125.3% | $5,984+91.4% | $3,054+275.0% |
| Admin fee / account holder | $250 | $663-62.2% | $8,357-97.0% | $504-50.3% |