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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 | $28,905 | $56,277-48.6% | $80,976-64.3% | $62,891-54.0% |
| Participation rate | 96.0% | 69.0%+27.0pp | 75.8%+20.2pp | 69.3%+26.7pp |
| Annual return | 6.07% | 22.12%-16.1pp | 17.10%-11.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,026 | $4,195-27.9% | $5,696-46.9% | $3,203-5.5% |
| Admin fee / account holder | $0 | $3,741-100.0% | $5,516-100.0% | $4,296-100.0% |