Filed October 27, 2021 (most recent of 2 filings on file)
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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 | $15,370 | $45,041-65.9% | $63,003-75.6% | $70,131-78.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.38% | 18.76%-7.4pp | 87.59%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $991 | $2,052-51.7% | $2,760-64.1% | $2,342-57.7% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $243 | $2,836-91.4% | $3,600-93.3% | $4,645-94.8% |