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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 | $29,319-85.7% | $52,425-92.0% | $82,448-94.9% |
| Participation rate | 97.1% | 46.9%+50.2pp | 55.6%+41.5pp | 68.1%+29.0pp |
| Annual return | 22.96% | 535.20%-512.2pp | 302.12%-279.2pp | 41.64%-18.7pp |
| Employer contribution / active EE | $1,069 | $586+82.3% | $914+17.0% | $2,551-58.1% |
| Participant deferral / active EE | $1,615 | $1,171+37.9% | $1,790-9.8% | $4,139-61.0% |
| Admin fee / account holder | $267 | $1,962-86.4% | $2,495-89.3% | $7,234-96.3% |