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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 | $29,255 | $91,198-67.9% | $178,503-83.6% | $79,856-63.4% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.7pp | 69.6%+19.0pp |
| Annual return | 31.36% | 24.20%+7.2pp | 151.12%-119.8pp | 31.71%-0.4pp |
| Employer contribution / active EE | $5,716 | $3,257+75.5% | $5,011+14.1% | $2,471+131.3% |
| Participant deferral / active EE | $5,003 | $3,237+54.6% | $5,202-3.8% | $3,741+33.7% |
| Admin fee / account holder | $284 | $6,748-95.8% | $13,987-98.0% | $5,306-94.6% |