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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 | $34,182 | $48,576-29.6% | $169,452-79.8% | $56,289-39.3% |
| Participation rate | 81.8% | 65.8%+16.0pp | 77.8%+4.0pp | 69.9%+12.0pp |
| Annual return | -6.99% | -2.51%-4.5pp | 1.83%-8.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,927 | $1,559+23.6% | $4,157-53.7% | $2,111-8.7% |
| Participant deferral / active EE | $3,814 | $3,275+16.5% | $5,277-27.7% | $3,350+13.9% |
| Admin fee / account holder | $223 | $435-48.7% | $9,110-97.6% | $521-57.2% |