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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 | $27,248 | $72,620-62.5% | $90,760-70.0% | $66,938-59.3% |
| Participation rate | 96.1% | 73.7%+22.4pp | 75.7%+20.4pp | 69.8%+26.3pp |
| Annual return | 419.69% | -12.28%+432.0pp | -12.16%+431.8pp | 1.58%+418.1pp |
| Employer contribution / active EE | $11,983 | $2,369+405.7% | $2,922+310.1% | $2,545+370.8% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,444-100.0% | $594-100.0% |