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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 | $26,558 | $88,672-70.0% | $105,223-74.8% | $82,448-67.8% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.5pp |
| Annual return | 14.93% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $10,746 | $3,048+252.6% | $3,689+191.3% | $2,551+321.3% |
| Participant deferral / active EE | $6,767 | $4,036+67.7% | $5,072+33.4% | $4,139+63.5% |
| Admin fee / account holder | $1 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |