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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 | $216,874 | $93,010+133.2% | $96,538+124.7% | $74,473+191.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 13.66% | 37.50%-23.8pp | 35.74%-22.1pp | 34.36%-20.7pp |
| Employer contribution / active EE | $19,857 | $3,427+479.4% | $3,740+430.9% | $2,638+652.6% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $71 | $633-88.8% | $6,737-98.9% | $347-79.5% |