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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 | $23,848 | $89,364-73.3% | $141,177-83.1% | $72,983-67.3% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.7pp | 69.5%+19.6pp |
| Annual return | 359.04% | 111.86%+247.2pp | 71.40%+287.6pp | 81.01%+278.0pp |
| Employer contribution / active EE | $3,988 | $3,115+28.1% | $4,736-15.8% | $2,440+63.5% |
| Participant deferral / active EE | $7,520 | $5,419+38.8% | $6,710+12.1% | $3,608+108.4% |
| Admin fee / account holder | $67 | $5,959-98.9% | $10,263-99.3% | $5,124-98.7% |