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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 | $30,271 | $72,273-58.1% | $101,275-70.1% | $79,856-62.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.56% | 22.30%-1.7pp | 46.48%-25.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,232 | $2,691-17.1% | $3,660-39.0% | $2,471-9.7% |
| Participant deferral / active EE | $3,915 | $3,282+19.3% | $4,371-10.4% | $3,741+4.7% |
| Admin fee / account holder | $284 | $4,401-93.5% | $5,948-95.2% | $5,306-94.6% |