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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,987 | $46,599+189.7% | $64,101+110.6% | $75,173+79.6% |
| Participation rate | 88.0% | 65.9%+22.1pp | 72.3%+15.7pp | 67.2%+20.8pp |
| Annual return | 12.36% | 26.06%-13.7pp | 33.72%-21.4pp | 160.72%-148.4pp |
| Employer contribution / active EE | $5,785 | $1,975+192.9% | $2,749+110.5% | $2,671+116.6% |
| Participant deferral / active EE | $2,534 | $2,837-10.7% | $3,881-34.7% | $4,126-38.6% |
| Admin fee / account holder | $3 | $2,956-99.9% | $3,070-99.9% | $5,651-99.9% |