Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,705 | $95,216+40.4% | $133,346+0.3% | $95,216+40.4% |
| Participation rate | 100.0% | 86.5%+13.5pp | 72.8%+27.2pp | 86.5%+13.5pp |
| Annual return | 16.57% | 11.45%+5.1pp | 36.85%-20.3pp | 11.45%+5.1pp |
| Employer contribution / active EE | $5,396 | $4,418+22.1% | $2,853+89.1% | $4,418+22.1% |
| Participant deferral / active EE | $0 | $4,181-100.0% | $4,332-100.0% | $4,181-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $14,264-100.0% | $189-100.0% |