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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,799 | $106,553+60.3% | $153,741+11.1% | $106,553+60.3% |
| Participation rate | 99.4% | 69.8%+29.5pp | 77.1%+22.3pp | 69.8%+29.5pp |
| Annual return | 18.20% | 17.37%+0.8pp | 15.71%+2.5pp | 17.37%+0.8pp |
| Employer contribution / active EE | $7,152 | $3,359+112.9% | $5,042+41.9% | $3,359+112.9% |
| Participant deferral / active EE | $8,685 | $5,562+56.1% | $6,757+28.5% | $5,562+56.1% |
| Admin fee / account holder | $76 | $80-4.0% | $12,749-99.4% | $80-4.0% |