Filed February 15, 2022
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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 | $163,288 | $44,764+264.8% | $68,808+137.3% | $64,819+151.9% |
| Participation rate | 98.0% | 64.8%+33.2pp | 69.0%+29.0pp | 71.5%+26.5pp |
| Annual return | 52.64% | -10.91%+63.5pp | -6.37%+59.0pp | 32.84%+19.8pp |
| Employer contribution / active EE | $9,276 | $1,775+422.5% | $2,656+249.3% | $2,507+270.0% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,942-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $151-100.0% | $4,936-100.0% | $188-100.0% |