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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $395,736 | $80,781+389.9% | $102,437+286.3% | $74,478+431.3% |
| Participation rate | 97.5% | 65.7%+31.9pp | 74.5%+23.0pp | 67.2%+30.3pp |
| Annual return | 17.12% | 27.58%-10.5pp | 24.95%-7.8pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $18,942 | $3,160+499.4% | $3,871+389.4% | $2,626+621.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |