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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 | $178,509 | $87,733+103.5% | $106,554+67.5% | $85,851+107.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 30.96% | 21.86%+9.1pp | 26.80%+4.2pp | 318.63%-287.7pp |
| Employer contribution / active EE | $6,663 | $2,073+221.4% | $2,819+136.3% | $2,565+159.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |