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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 | $654,330 | $91,760+613.1% | $156,181+319.0% | $67,986+862.5% |
| Participation rate | 88.4% | 65.0%+23.4pp | 78.8%+9.6pp | 57.2%+31.2pp |
| Annual return | 61.52% | 18.14%+43.4pp | 64.87%-3.3pp | 31.67%+29.9pp |
| Employer contribution / active EE | $9,214 | $2,419+280.8% | $4,294+114.6% | $2,019+356.4% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,949-100.0% | $14,586-100.0% | $3,203-100.0% |