Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,303 | $39,166+158.7% | $79,591+27.3% | $78,104+29.7% |
| Participation rate | 100.0% | 57.3%+42.7pp | 69.5%+30.5pp | 74.5%+25.5pp |
| Annual return | 10.14% | -9.39%+19.5pp | 0.18%+10.0pp | 10.90%-0.8pp |
| Employer contribution / active EE | $4,781 | $1,019+369.2% | $2,413+98.1% | $3,128+52.9% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $3,986-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $67-100.0% | $6,815-100.0% | $79-100.0% |