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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 | $24,811-36.0% | $69,701-77.2% | $74,546-78.7% |
| Participation rate | 84.3% | 63.5%+20.8pp | 66.4%+17.8pp | 67.2%+17.0pp |
| Annual return | 13.25% | 18.53%-5.3pp | 100.32%-87.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $470 | $1,003-53.2% | $1,713-72.6% | $2,624-82.1% |
| Participant deferral / active EE | $1,102 | $1,904-42.1% | $2,887-61.8% | $4,347-74.7% |
| Admin fee / account holder | $265 | $1,898-86.0% | $4,717-94.4% | $1,944-86.4% |