Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,806 | $81,948+43.8% | $90,767+29.8% | $64,829+81.7% |
| Participation rate | 99.1% | 80.5%+18.6pp | 75.7%+23.4pp | 71.5%+27.6pp |
| Annual return | 23.00% | -12.53%+35.5pp | -12.16%+35.2pp | 32.85%-9.8pp |
| Employer contribution / active EE | $13,780 | $3,067+349.2% | $2,922+371.6% | $2,507+449.6% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |