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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,835 | $80,781+117.7% | $102,437+71.7% | $74,478+136.1% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.3pp |
| Annual return | 85.85% | 27.58%+58.3pp | 24.95%+60.9pp | 1370.56%-1284.7pp |
| Employer contribution / active EE | $5,546 | $3,160+75.5% | $3,871+43.3% | $2,626+111.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |