Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,000 | $62,324+41.2% | $68,509+28.5% | $55,191+59.4% |
| Participation rate | 99.4% | 78.9%+20.5pp | 74.7%+24.7pp | 69.2%+30.3pp |
| Annual return | 17.91% | 4.26%+13.7pp | 8.27%+9.6pp | 10.78%+7.1pp |
| Employer contribution / active EE | $8,816 | $2,223+296.6% | $2,278+287.0% | $1,899+364.3% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-99.9% | $5,275-100.0% | $91-99.9% |