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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,236 | $106,247+61.2% | $147,096+16.4% | $77,714+120.3% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 16.14% | 56.87%-40.7pp | 419.75%-403.6pp | 31.26%-15.1pp |
| Employer contribution / active EE | $8,455 | $4,069+107.8% | $4,936+71.3% | $2,727+210.1% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |