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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 | $32,283 | $89,225-63.8% | $136,072-76.3% | $74,459-56.6% |
| Participation rate | 84.8% | 69.4%+15.4pp | 76.4%+8.4pp | 67.2%+17.6pp |
| Annual return | 10.98% | 22.76%-11.8pp | 580.46%-569.5pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $3,043 | $2,816+8.1% | $4,216-27.8% | $2,626+15.9% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,028-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,718-100.0% | $1,945-100.0% |