Filed October 25, 2023 (most recent of 2 filings on file)
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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 | $165,566 | $27,800+495.6% | $58,507+183.0% | $71,529+131.5% |
| Participation rate | 92.0% | 34.6%+57.4pp | 50.9%+41.1pp | 67.9%+24.1pp |
| Annual return | 248.95% | 26.80%+222.1pp | 4252.32%-4003.4pp | 28.97%+220.0pp |
| Employer contribution / active EE | $1,126 | $632+78.4% | $1,053+6.9% | $2,590-56.5% |
| Participant deferral / active EE | $0 | $1,208-100.0% | $1,922-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,637-100.0% | $2,486-100.0% | $1,588-100.0% |