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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 | $56,546 | $53,128+6.4% | $86,582-34.7% | $70,126-19.4% |
| Participation rate | 99.0% | 65.3%+33.7pp | 73.5%+25.4pp | 69.5%+29.4pp |
| Annual return | 19.79% | 27.66%-7.9pp | 965.08%-945.3pp | 73.15%-53.4pp |
| Employer contribution / active EE | $3,420 | $2,068+65.4% | $2,839+20.4% | $2,343+46.0% |
| Participant deferral / active EE | $3,005 | $2,695+11.5% | $3,609-16.7% | $3,332-9.8% |
| Admin fee / account holder | $287 | $3,584-92.0% | $4,904-94.1% | $4,645-93.8% |