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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 | $288,592 | $37,440+670.8% | $77,081+274.4% | $66,930+331.2% |
| Participation rate | 98.2% | 52.9%+45.3pp | 67.9%+30.3pp | 69.8%+28.4pp |
| Annual return | 5.82% | -3.26%+9.1pp | 42.33%-36.5pp | 1.57%+4.2pp |
| Employer contribution / active EE | $11,176 | $1,534+628.7% | $2,813+297.2% | $2,545+339.2% |
| Participant deferral / active EE | $0 | $2,620-100.0% | $4,428-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,427-100.0% | $593-100.0% |