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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 | $101,499-65.0% | $147,005-75.9% | $74,546-52.4% |
| Participation rate | 81.4% | 75.5%+5.9pp | 82.2%-0.7pp | 67.2%+14.2pp |
| Annual return | 226.31% | 8732.34%-8506.0pp | 418.76%-192.5pp | 1366.03%-1139.7pp |
| Employer contribution / active EE | $4,485 | $3,811+17.7% | $4,934-9.1% | $2,624+70.9% |
| Participant deferral / active EE | $10,794 | $7,304+47.8% | $8,070+33.8% | $4,347+148.3% |
| Admin fee / account holder | $254 | $1,748-85.4% | $13,006-98.0% | $1,944-86.9% |