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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,811 | $63,471+104.5% | $68,803+88.7% | $66,949+93.9% |
| Participation rate | 97.2% | 60.0%+37.2pp | 69.0%+28.2pp | 69.8%+27.4pp |
| Annual return | 60.71% | -8.29%+69.0pp | -6.37%+67.1pp | 1.57%+59.1pp |
| Employer contribution / active EE | $960 | $1,776-45.9% | $2,656-63.8% | $2,545-62.3% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $578-100.0% | $4,936-100.0% | $594-100.0% |