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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 | $35,088 | $84,482-58.5% | $125,363-72.0% | $66,930-47.6% |
| Participation rate | 87.7% | 76.4%+11.3pp | 82.4%+5.3pp | 69.8%+17.9pp |
| Annual return | 2.49% | -8.49%+11.0pp | 572.15%-569.7pp | 1.57%+0.9pp |
| Employer contribution / active EE | $5,646 | $3,553+58.9% | $4,815+17.3% | $2,545+121.8% |
| Participant deferral / active EE | $11,960 | $6,782+76.4% | $7,447+60.6% | $4,238+182.2% |
| Admin fee / account holder | $270 | $685-60.5% | $10,005-97.3% | $593-54.4% |