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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 | $12,314 | $48,327-74.5% | $67,575-81.8% | $80,935-84.8% |
| Participation rate | 84.4% | 66.4%+18.0pp | 72.9%+11.5pp | 67.7%+16.7pp |
| Annual return | 21.72% | 18.31%+3.4pp | 3528.98%-3507.3pp | 35.66%-13.9pp |
| Employer contribution / active EE | $1,493 | $2,022-26.2% | $2,736-45.4% | $2,757-45.8% |
| Participant deferral / active EE | $3,086 | $2,927+5.4% | $4,003-22.9% | $4,299-28.2% |
| Admin fee / account holder | $268 | $3,692-92.7% | $3,993-93.3% | $6,924-96.1% |