Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,189 | $65,223+59.7% | $80,022+30.2% | $55,727+87.0% |
| Participation rate | 99.3% | 80.6%+18.7pp | 75.8%+23.5pp | 70.9%+28.4pp |
| Annual return | 18.60% | 7.59%+11.0pp | 11.22%+7.4pp | 244.94%-226.3pp |
| Employer contribution / active EE | $7,805 | $2,544+206.8% | $2,468+216.2% | $2,078+275.5% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |