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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,724 | $65,453+66.1% | $86,698+25.4% | $66,938+62.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 17.47% | -10.89%+28.4pp | 35.95%-18.5pp | 1.58%+15.9pp |
| Employer contribution / active EE | $8,988 | $2,154+317.3% | $2,837+216.8% | $2,545+253.1% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |