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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 | $13,319 | $55,470-76.0% | $155,556-91.4% | $74,478-82.1% |
| Participation rate | 81.1% | 61.9%+19.2pp | 78.2%+2.9pp | 67.2%+13.9pp |
| Annual return | 13.66% | 269.80%-256.1pp | 64.84%-51.2pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $1,280 | $2,267-43.5% | $4,675-72.6% | $2,626-51.3% |
| Participant deferral / active EE | $3,035 | $2,838+7.0% | $5,631-46.1% | $4,350-30.2% |
| Admin fee / account holder | $244 | $1,744-86.0% | $15,885-98.5% | $1,946-87.5% |