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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,526 | $64,348-51.0% | $90,162-65.0% | $70,131-55.0% |
| Participation rate | 72.5% | 70.4%+2.0pp | 76.9%-4.4pp | 69.5%+2.9pp |
| Annual return | 21.29% | 28.13%-6.8pp | 34.88%-13.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,700 | $2,046+32.0% | $3,318-18.6% | $2,342+15.3% |
| Participant deferral / active EE | $8,124 | $4,389+85.1% | $5,287+53.6% | $3,332+143.8% |
| Admin fee / account holder | $62 | $3,944-98.4% | $5,943-99.0% | $4,645-98.7% |