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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 | $101,840 | $65,566+55.3% | $86,235+18.1% | $75,177+35.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.53% | 46.07%-30.5pp | 1170.03%-1154.5pp | 160.75%-145.2pp |
| Employer contribution / active EE | $623 | $1,553-59.9% | $2,381-73.8% | $2,671-76.7% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $222 | $5,470-95.9% | $6,856-96.8% | $5,651-96.1% |