Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,000 | $74,024+22.9% | $78,002+16.7% | $57,661+57.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 15.91% | 12.14%+3.8pp | 425.99%-410.1pp | 5.13%+10.8pp |
| Employer contribution / active EE | $7,336 | $2,365+210.2% | $2,470+197.0% | $1,974+271.7% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $93-99.3% | $5,481-100.0% | $95-99.3% |