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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 | $124,540 | $86,940+43.2% | $102,434+21.6% | $80,935+53.9% |
| Participation rate | 90.7% | 72.4%+18.3pp | 76.5%+14.2pp | 67.7%+23.1pp |
| Annual return | 63.96% | 18.89%+45.1pp | 29.46%+34.5pp | 35.66%+28.3pp |
| Employer contribution / active EE | $2,482 | $2,370+4.8% | $3,023-17.9% | $2,757-10.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6 | $8,047-99.9% | $9,462-99.9% | $6,924-99.9% |