Filed February 25, 2022
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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,426 | $129,227+66.7% | $184,256+16.9% | $77,762+177.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 321.91% | 33.24%+288.7pp | 28.85%+293.1pp | 31.27%+290.6pp |
| Employer contribution / active EE | $17,877 | $4,412+305.2% | $6,427+178.1% | $2,728+555.3% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,899-100.0% | $433-100.0% |