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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,640 | $60,989+56.8% | $60,919+57.0% | $66,949+42.9% |
| Participation rate | 89.2% | 74.5%+14.7pp | 73.1%+16.1pp | 69.8%+19.3pp |
| Annual return | -10.62% | -9.60%-1.0pp | 16.96%-27.6pp | 1.57%-12.2pp |
| Employer contribution / active EE | $1,741 | $2,661-34.6% | $2,704-35.6% | $2,545-31.6% |
| Participant deferral / active EE | $2,694 | $3,615-25.5% | $3,814-29.4% | $4,239-36.4% |
| Admin fee / account holder | $8 | $338-97.6% | $3,228-99.7% | $594-98.6% |