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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 | $185,577 | $93,598+98.3% | $135,974+36.5% | $75,173+146.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.92% | 30.89%-8.0pp | 68.30%-45.4pp | 160.72%-137.8pp |
| Employer contribution / active EE | $6,285 | $3,538+77.7% | $4,859+29.4% | $2,671+135.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |