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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 | $55,446-76.0% | $155,574-91.4% | $74,429-82.1% |
| Participation rate | 81.1% | 61.9%+19.2pp | 78.2%+2.9pp | 67.2%+13.9pp |
| Annual return | 13.66% | 269.20%-255.5pp | 64.87%-51.2pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $1,280 | $2,266-43.5% | $4,676-72.6% | $2,625-51.2% |
| Participant deferral / active EE | $3,035 | $2,836+7.0% | $5,629-46.1% | $4,348-30.2% |
| Admin fee / account holder | $244 | $1,743-86.0% | $15,914-98.5% | $1,944-87.4% |