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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 | $71,968 | $39,132+83.9% | $57,196+25.8% | $62,881+14.5% |
| Participation rate | 72.4% | 70.5%+2.0pp | 75.3%-2.9pp | 69.3%+3.1pp |
| Annual return | 73.00% | 9.24%+63.8pp | 14.59%+58.4pp | 20.14%+52.9pp |
| Employer contribution / active EE | $1,489 | $1,874-20.6% | $2,683-44.5% | $2,281-34.7% |
| Participant deferral / active EE | $2,950 | $2,374+24.2% | $3,096-4.7% | $3,203-7.9% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |