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Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,735 | $65,118-22.1% | $76,767-33.9% | $55,725-9.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | 0.11% | -1.27%+1.4pp | 2.43%-2.3pp | 244.93%-244.8pp |
| Employer contribution / active EE | $437 | $1,941-77.5% | $2,485-82.4% | $2,078-79.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $116-92.5% | $6,675-99.9% | $115-92.5% |