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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,991 | $52,884-5.5% | $84,753-41.0% | $55,167-9.4% |
| Participation rate | 80.5% | 67.5%+13.0pp | 76.6%+3.9pp | 69.0%+11.5pp |
| Annual return | 10.09% | 18.03%-7.9pp | 22.78%-12.7pp | 169.23%-159.1pp |
| Employer contribution / active EE | $3,205 | $2,233+43.5% | $3,574-10.3% | $1,963+63.3% |
| Participant deferral / active EE | $2,265 | $2,644-14.3% | $3,712-39.0% | $3,054-25.8% |
| Admin fee / account holder | $22 | $581-96.3% | $5,333-99.6% | $504-95.7% |