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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 | $20,704 | $75,541-72.6% | $152,093-86.4% | $82,637-74.9% |
| Participation rate | 94.7% | 66.5%+28.1pp | 77.8%+16.9pp | 68.1%+26.6pp |
| Annual return | 20.27% | 32.56%-12.3pp | 66.36%-46.1pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,257 | $2,622-52.1% | $4,175-69.9% | $2,552-50.7% |
| Participant deferral / active EE | $1,382 | $3,206-56.9% | $5,451-74.6% | $4,126-66.5% |
| Admin fee / account holder | $109 | $6,405-98.3% | $14,497-99.3% | $7,339-98.5% |