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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 | $35,505 | $89,652-60.4% | $141,191-74.9% | $65,185-45.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 40.21% | 32.79%+7.4pp | 71.41%-31.2pp | 29.38%+10.8pp |
| Employer contribution / active EE | $4,140 | $3,065+35.1% | $4,736-12.6% | $2,177+90.2% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $175 | $569-69.2% | $10,264-98.3% | $847-79.3% |