Filed November 29, 2021
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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 | $120,368 | $110,699+8.7% | $177,848-32.3% | $90,274+33.3% |
| Participation rate | 96.4% | 88.3%+8.1pp | 87.7%+8.7pp | 73.4%+23.1pp |
| Annual return | 0.00% | 22.79%-22.8pp | 48.33%-48.3pp | 53.97%-54.0pp |
| Employer contribution / active EE | $29,548 | $4,118+617.5% | $5,919+399.2% | $2,523+1070.9% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $12,431-100.0% | $114-100.0% |