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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,083 | $42,909+261.4% | $60,906+154.6% | $68,486+126.4% |
| Participation rate | 81.3% | 66.8%+14.5pp | 73.1%+8.2pp | 67.9%+13.4pp |
| Annual return | -12.02% | -13.99%+2.0pp | 16.94%-29.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $6,061 | $1,979+206.3% | $2,703+124.2% | $2,597+133.4% |
| Participant deferral / active EE | $10,867 | $2,866+279.1% | $3,814+184.9% | $4,028+169.8% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |