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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 | $17,384 | $60,139-71.1% | $90,461-80.8% | $79,856-78.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 26.15% | 71.96%-45.8pp | 1294.76%-1268.6pp | 31.71%-5.6pp |
| Employer contribution / active EE | $349 | $2,069-83.1% | $3,264-89.3% | $2,471-85.9% |
| Participant deferral / active EE | $2,414 | $2,939-17.9% | $3,964-39.1% | $3,741-35.5% |
| Admin fee / account holder | $80 | $3,978-98.0% | $5,617-98.6% | $5,306-98.5% |