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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 | $42,445 | $64,176-33.9% | $112,263-62.2% | $66,949-36.6% |
| Participation rate | 88.5% | 68.4%+20.1pp | 75.1%+13.4pp | 69.8%+18.7pp |
| Annual return | -17.96% | -13.80%-4.2pp | 27.49%-45.5pp | 1.57%-19.5pp |
| Employer contribution / active EE | $3,002 | $3,007-0.2% | $3,636-17.5% | $2,545+17.9% |
| Participant deferral / active EE | $7,762 | $3,694+110.2% | $4,729+64.1% | $4,239+83.1% |
| Admin fee / account holder | $39 | $626-93.8% | $6,410-99.4% | $594-93.4% |