Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,690 | $61,756+119.7% | $69,888+94.2% | $77,906+74.2% |
| Participation rate | 94.9% | 79.9%+15.1pp | 70.5%+24.4pp | 73.7%+21.3pp |
| Annual return | -13.94% | -11.86%-2.1pp | 190.87%-204.8pp | 12.16%-26.1pp |
| Employer contribution / active EE | $5,546 | $2,706+104.9% | $2,560+116.6% | $2,846+94.9% |
| Participant deferral / active EE | $6,857 | $3,977+72.4% | $3,849+78.2% | $4,805+42.7% |
| Admin fee / account holder | $0 | $101-100.0% | $6,267-100.0% | $133-100.0% |