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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 | $59,289 | $54,541+8.7% | $78,778-24.7% | $70,126-15.5% |
| Participation rate | 98.9% | 60.8%+38.1pp | 69.2%+29.7pp | 69.5%+29.4pp |
| Annual return | 13.01% | 21.07%-8.1pp | 35.62%-22.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $793 | $1,089-27.2% | $1,986-60.1% | $2,343-66.2% |
| Participant deferral / active EE | $1,258 | $2,210-43.1% | $2,958-57.5% | $3,332-62.3% |
| Admin fee / account holder | $184 | $3,709-95.0% | $5,134-96.4% | $4,645-96.0% |