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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 | $12,024 | $45,050-73.3% | $63,018-80.9% | $70,126-82.9% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 12.25% | 18.76%-6.5pp | 87.62%-75.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $2,265 | $2,052+10.4% | $2,761-18.0% | $2,343-3.3% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $182 | $2,834-93.6% | $3,601-95.0% | $4,645-96.1% |