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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 15.33% | 11.68%+3.7pp | 12.88%+2.5pp | 13.95%+1.4pp |
| Employer contribution / active EE | $8,621 | $10,817-20.3% | $40,010-78.5% | $16,598-48.1% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |