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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 | $4,196 | $36,948-88.6% | $73,658-94.3% | $87,485-95.2% |
| Participation rate | 97.1% | 46.8%+50.3pp | 57.0%+40.1pp | 68.9%+28.2pp |
| Annual return | 22.96% | 28.64%-5.7pp | 29.72%-6.8pp | 26.06%-3.1pp |
| Employer contribution / active EE | $1,069 | $670+59.6% | $1,032+3.6% | $2,596-58.8% |
| Participant deferral / active EE | $1,615 | $1,379+17.1% | $2,062-21.7% | $4,274-62.2% |
| Admin fee / account holder | $267 | $2,531-89.5% | $3,357-92.1% | $7,775-96.6% |