Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,000 | $84,784+53.3% | $98,462+32.0% | $74,478+74.5% |
| Participation rate | 98.8% | 81.5%+17.3pp | 75.2%+23.7pp | 70.7%+28.1pp |
| Annual return | 20.77% | 20.59%+0.2pp | 21.20%-0.4pp | 34.37%-13.6pp |
| Employer contribution / active EE | $13,881 | $3,364+312.7% | $3,049+355.3% | $2,637+426.4% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |