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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 | $226,503 | $50,956+344.5% | $96,570+134.5% | $86,821+160.9% |
| Participation rate | 99.7% | 65.2%+34.5pp | 69.8%+29.9pp | 72.3%+27.4pp |
| Annual return | 41.47% | 21.27%+20.2pp | 37.79%+3.7pp | 97.94%-56.5pp |
| Employer contribution / active EE | $19,871 | $1,111+1688.9% | $2,357+743.0% | $2,406+725.9% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $166-99.9% | $6,182-100.0% | $170-99.9% |