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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 | $188,112 | $72,404+159.8% | $110,243+70.6% | $64,173+193.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 67.73% | -6.29%+74.0pp | 314.76%-247.0pp | 7.63%+60.1pp |
| Employer contribution / active EE | $2,201 | $2,282-3.5% | $3,827-42.5% | $2,381-7.6% |
| Participant deferral / active EE | $2,525 | $3,469-27.2% | $4,672-46.0% | $3,470-27.2% |
| Admin fee / account holder | $233 | $5,664-95.9% | $8,548-97.3% | $4,887-95.2% |