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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 | $1,253 | $28,624-95.6% | $53,647-97.7% | $82,637-98.5% |
| Participation rate | 93.8% | 47.3%+46.5pp | 56.3%+37.5pp | 68.1%+25.7pp |
| Annual return | 23.69% | 664.98%-641.3pp | 358.33%-334.6pp | 53.51%-29.8pp |
| Employer contribution / active EE | $351 | $637-44.9% | $962-63.5% | $2,552-86.2% |
| Participant deferral / active EE | $492 | $1,196-58.9% | $1,813-72.9% | $4,126-88.1% |
| Admin fee / account holder | $66 | $2,022-96.7% | $2,460-97.3% | $7,339-99.1% |