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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 | $495,635 | $45,872+980.5% | $77,100+542.9% | $68,490+623.7% |
| Participation rate | 88.7% | 55.9%+32.7pp | 67.9%+20.7pp | 67.9%+20.8pp |
| Annual return | 11.94% | 1.73%+10.2pp | 42.35%-30.4pp | -7.85%+19.8pp |
| Employer contribution / active EE | $2,609 | $1,650+58.2% | $2,815-7.3% | $2,597+0.5% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,443-100.0% | $5,403-100.0% |