Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,818 | $93,131+12.5% | $106,554-1.6% | $86,828+20.7% |
| Participation rate | 99.0% | 81.4%+17.6pp | 76.1%+22.9pp | 72.3%+26.7pp |
| Annual return | 36.86% | 19.45%+17.4pp | 26.80%+10.1pp | 97.95%-61.1pp |
| Employer contribution / active EE | $11,395 | $2,895+293.5% | $2,819+304.2% | $2,406+373.6% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |