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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 | $133,393 | $80,763+65.2% | $102,412+30.3% | $74,459+79.1% |
| Participation rate | 98.8% | 65.7%+33.1pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 42.55% | 27.57%+15.0pp | 24.94%+17.6pp | 1369.70%-1327.1pp |
| Employer contribution / active EE | $12,417 | $3,160+293.0% | $3,870+220.9% | $2,626+372.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $2,371-99.9% | $8,388-100.0% | $1,945-99.9% |