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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 | $35,489 | $101,672-65.1% | $147,117-75.9% | $74,478-52.4% |
| Participation rate | 81.4% | 75.5%+5.9pp | 82.2%-0.7pp | 67.2%+14.2pp |
| Annual return | 226.31% | 8757.83%-8531.5pp | 420.54%-194.2pp | 1370.56%-1144.3pp |
| Employer contribution / active EE | $4,485 | $3,813+17.6% | $4,932-9.1% | $2,626+70.8% |
| Participant deferral / active EE | $10,794 | $7,305+47.8% | $8,065+33.8% | $4,350+148.1% |
| Admin fee / account holder | $254 | $1,753-85.5% | $12,993-98.0% | $1,946-86.9% |