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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 | $42,025 | $45,041-6.7% | $63,003-33.3% | $70,131-40.1% |
| Participation rate | 73.0% | 69.5%+3.5pp | 74.8%-1.8pp | 69.5%+3.5pp |
| Annual return | 13.59% | 18.76%-5.2pp | 87.59%-74.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $862 | $2,052-58.0% | $2,760-68.8% | $2,342-63.2% |
| Participant deferral / active EE | $3,009 | $2,465+22.1% | $3,329-9.6% | $3,332-9.7% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |