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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,654 | $80,781+64.2% | $102,437+29.5% | $74,478+78.1% |
| Participation rate | 77.9% | 65.7%+12.2pp | 74.5%+3.4pp | 67.2%+10.7pp |
| Annual return | 18.27% | 27.58%-9.3pp | 24.95%-6.7pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $20,745 | $3,160+556.5% | $3,871+435.9% | $2,626+689.9% |
| 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% |