Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,636 | $92,186+59.1% | $105,624+38.8% | $77,762+88.6% |
| Participation rate | 99.3% | 81.0%+18.3pp | 75.3%+24.0pp | 70.6%+28.7pp |
| Annual return | 19.39% | 17.83%+1.6pp | 116.20%-96.8pp | 31.27%-11.9pp |
| Employer contribution / active EE | $13,287 | $3,376+293.6% | $3,168+319.5% | $2,728+387.1% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $10,961-100.0% | $433-100.0% |