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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 | $15,869 | $24,891-36.2% | $69,623-77.2% | $74,459-78.7% |
| Participation rate | 84.3% | 63.4%+20.8pp | 66.4%+17.8pp | 67.2%+17.0pp |
| Annual return | 13.25% | 18.53%-5.3pp | 101.23%-88.0pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $470 | $1,005-53.3% | $1,709-72.5% | $2,626-82.1% |
| Participant deferral / active EE | $1,102 | $1,908-42.2% | $2,890-61.9% | $4,350-74.7% |
| Admin fee / account holder | $265 | $1,904-86.1% | $4,696-94.4% | $1,945-86.4% |