Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,613 | $32,284+177.6% | $74,549+20.2% | $68,904+30.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 69.1%+30.9pp | 74.1%+25.9pp |
| Annual return | 6.04% | -4.24%+10.3pp | 32.54%-26.5pp | 1.07%+5.0pp |
| Employer contribution / active EE | $4,010 | $782+412.9% | $1,961+104.5% | $2,540+57.8% |
| Participant deferral / active EE | $0 | $1,518-100.0% | $3,108-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $5,059-100.0% | $71-100.0% |