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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 | $80,748+390.1% | $102,383+286.5% | $74,429+431.7% |
| Participation rate | 97.5% | 65.7%+31.9pp | 74.5%+23.0pp | 67.2%+30.3pp |
| Annual return | 17.12% | 27.57%-10.4pp | 24.94%-7.8pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $18,942 | $3,159+499.6% | $3,870+389.4% | $2,625+621.7% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |