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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 | $110,144 | $77,816+41.5% | $123,549-10.9% | $64,181+71.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.45% | 12.49%-18.9pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,851 | $3,014+127.3% | $4,628+48.0% | $2,381+187.8% |
| Participant deferral / active EE | $5,691 | $5,240+8.6% | $6,426-11.4% | $3,470+64.0% |
| Admin fee / account holder | $257 | $5,519-95.4% | $9,284-97.2% | $4,887-94.8% |