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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 | $24,732 | $46,732-47.1% | $156,551-84.2% | $55,167-55.2% |
| Participation rate | 90.8% | 65.8%+25.0pp | 84.0%+6.7pp | 69.0%+21.8pp |
| Annual return | 23.91% | 17.72%+6.2pp | 32.23%-8.3pp | 169.23%-145.3pp |
| Employer contribution / active EE | $4,437 | $2,105+110.8% | $5,501-19.4% | $1,963+126.1% |
| Participant deferral / active EE | $8,032 | $2,204+264.4% | $4,871+64.9% | $3,054+163.0% |
| Admin fee / account holder | $76 | $418-81.9% | $13,028-99.4% | $504-85.0% |