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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 | $37,463+670.3% | $77,096+274.3% | $66,938+331.1% |
| Participation rate | 98.2% | 52.9%+45.3pp | 67.9%+30.3pp | 69.8%+28.4pp |
| Annual return | 5.82% | -3.25%+9.1pp | 42.35%-36.5pp | 1.58%+4.2pp |
| Employer contribution / active EE | $11,176 | $1,535+628.1% | $2,814+297.1% | $2,545+339.1% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,429-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,428-100.0% | $594-100.0% |