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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 | $99,311 | $51,207+93.9% | $70,565+40.7% | $71,529+38.8% |
| Participation rate | 92.4% | 59.4%+33.0pp | 68.4%+24.0pp | 67.9%+24.4pp |
| Annual return | 90.38% | 42.71%+47.7pp | 32.79%+57.6pp | 28.97%+61.4pp |
| Employer contribution / active EE | $14,113 | $1,795+686.3% | $2,976+374.3% | $2,590+445.0% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $6,430-100.0% | $1,588-100.0% |