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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 | $65,610 | $75,183-12.7% | $123,894-47.0% | $55,167+18.9% |
| Participation rate | 83.8% | 72.8%+11.0pp | 81.4%+2.4pp | 69.0%+14.9pp |
| Annual return | 24.21% | 19.01%+5.2pp | 47.52%-23.3pp | 169.23%-145.0pp |
| Employer contribution / active EE | $3,972 | $2,823+40.7% | $4,617-14.0% | $1,963+102.4% |
| Participant deferral / active EE | $8,069 | $5,084+58.7% | $5,984+34.8% | $3,054+164.2% |
| Admin fee / account holder | $158 | $663-76.2% | $8,357-98.1% | $504-68.7% |