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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,031 | $71,192-48.0% | $117,861-68.6% | $62,293-40.6% |
| Participation rate | 89.9% | 74.2%+15.7pp | 79.7%+10.3pp | 69.5%+20.4pp |
| Annual return | 21.39% | 18.66%+2.7pp | 335.11%-313.7pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,719 | $1,934-11.1% | $3,786-54.6% | $2,042-15.8% |
| Participant deferral / active EE | $3,936 | $3,189+23.4% | $4,482-12.2% | $3,169+24.2% |
| Admin fee / account holder | $21 | $587-96.4% | $8,021-99.7% | $479-95.6% |