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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,416 | $81,948+183.6% | $90,766+156.1% | $64,824+258.5% |
| Participation rate | 98.9% | 80.5%+18.4pp | 75.7%+23.2pp | 71.5%+27.4pp |
| Annual return | -16.30% | -12.53%-3.8pp | -12.16%-4.1pp | 32.84%-49.1pp |
| Employer contribution / active EE | $13,207 | $3,067+330.6% | $2,922+352.0% | $2,507+426.8% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,446-100.0% | $188-100.0% |