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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 | $113,897 | $66,302+71.8% | $110,243+3.3% | $56,289+102.3% |
| Participation rate | 93.5% | 74.9%+18.5pp | 79.8%+13.6pp | 69.9%+23.6pp |
| Annual return | 6.56% | -1.18%+7.7pp | 314.76%-308.2pp | -9.96%+16.5pp |
| Employer contribution / active EE | $10,174 | $2,047+397.0% | $3,827+165.9% | $2,111+381.9% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $286 | $698-59.1% | $8,548-96.7% | $521-45.2% |