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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,949 | $91,536+160.0% | $130,062+83.0% | $75,177+216.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.59% | -631.62%+648.2pp | -137.37%+154.0pp | 160.75%-144.2pp |
| Employer contribution / active EE | $19,362 | $2,845+580.6% | $4,322+348.0% | $2,671+624.9% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,601-100.0% | $5,651-100.0% |