Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,747 | $47,202+153.7% | $93,727+27.8% | $99,313+20.6% |
| Participation rate | 100.0% | 57.3%+42.7pp | 68.7%+31.3pp | 71.7%+28.3pp |
| Annual return | 16.53% | 13.08%+3.4pp | 133.83%-117.3pp | 17.67%-1.1pp |
| Employer contribution / active EE | $4,689 | $1,134+313.6% | $2,421+93.7% | $3,264+43.7% |
| Participant deferral / active EE | $0 | $2,296-100.0% | $4,417-100.0% | $5,346-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $8,292-100.0% | $109-100.0% |