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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 | $89,137 | $71,873+24.0% | $86,698+2.8% | $68,490+30.1% |
| Participation rate | 90.8% | 72.2%+18.6pp | 76.6%+14.2pp | 67.9%+22.9pp |
| Annual return | -14.66% | 3.54%-18.2pp | 35.96%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,172 | $2,1730% | $2,837-23.4% | $2,597-16.3% |
| Participant deferral / active EE | $5,228 | $3,779+38.3% | $4,656+12.3% | $4,028+29.8% |
| Admin fee / account holder | $26 | $6,110-99.6% | $7,492-99.7% | $5,403-99.5% |