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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 | $101,591-65.1% | $147,096-75.9% | $74,429-52.3% |
| Participation rate | 81.4% | 75.5%+5.9pp | 82.2%-0.7pp | 67.2%+14.2pp |
| Annual return | 226.31% | 8746.45%-8520.1pp | 419.75%-193.4pp | 1368.38%-1142.1pp |
| Employer contribution / active EE | $4,485 | $3,813+17.6% | $4,936-9.1% | $2,625+70.9% |
| Participant deferral / active EE | $10,794 | $7,302+47.8% | $8,071+33.7% | $4,348+148.2% |
| Admin fee / account holder | $254 | $1,750-85.5% | $13,005-98.0% | $1,944-86.9% |