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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 | $153,746 | $58,895+161.1% | $178,503-13.9% | $73,497+109.2% |
| Participation rate | 88.2% | 66.2%+22.0pp | 81.9%+6.3pp | 70.7%+17.6pp |
| Annual return | 12.34% | 24.86%-12.5pp | 151.12%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $4,216 | $2,236+88.6% | $5,011-15.9% | $2,270+85.7% |
| Participant deferral / active EE | $4,338 | $2,567+69.0% | $5,202-16.6% | $3,740+16.0% |
| Admin fee / account holder | $33 | $400-91.7% | $13,987-99.8% | $513-93.6% |