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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,471 | $49,255-66.6% | $70,494-76.6% | $79,856-79.4% |
| Participation rate | 81.1% | 69.2%+12.0pp | 75.1%+6.1pp | 69.6%+11.5pp |
| Annual return | 28.41% | 30.10%-1.7pp | 109.16%-80.7pp | 31.71%-3.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,499 | $2,768-9.7% | $3,711-32.7% | $3,741-33.2% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |