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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 | $20,297 | $42,910-52.7% | $60,919-66.7% | $68,490-70.4% |
| Participation rate | 95.0% | 66.8%+28.2pp | 73.1%+21.9pp | 67.9%+27.1pp |
| Annual return | -13.79% | -13.99%+0.2pp | 16.96%-30.8pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,035 | $1,978-47.7% | $2,704-61.7% | $2,597-60.1% |
| Participant deferral / active EE | $4,148 | $2,866+44.8% | $3,814+8.8% | $4,028+3.0% |
| Admin fee / account holder | $292 | $3,104-90.6% | $3,228-91.0% | $5,403-94.6% |