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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 | $65,614 | $43,338+51.4% | $59,887+9.6% | $64,173+2.2% |
| Participation rate | 88.3% | 69.2%+19.1pp | 74.7%+13.6pp | 69.6%+18.7pp |
| Annual return | 51.49% | -1.55%+53.0pp | 3.46%+48.0pp | 7.63%+43.9pp |
| Employer contribution / active EE | $2,114 | $2,030+4.2% | $2,722-22.3% | $2,381-11.2% |
| Participant deferral / active EE | $2,785 | $2,547+9.3% | $3,402-18.1% | $3,470-19.7% |
| Admin fee / account holder | $1 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |