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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,861 | $84,499+104.6% | $125,391+37.9% | $66,949+158.2% |
| Participation rate | 94.5% | 76.4%+18.0pp | 82.4%+12.1pp | 69.8%+24.6pp |
| Annual return | -14.16% | -8.49%-5.7pp | 572.41%-586.6pp | 1.57%-15.7pp |
| Employer contribution / active EE | $7,766 | $3,554+118.5% | $4,816+61.3% | $2,545+205.1% |
| Participant deferral / active EE | $13,060 | $6,785+92.5% | $7,448+75.3% | $4,239+208.1% |
| Admin fee / account holder | $18 | $685-97.4% | $10,009-99.8% | $594-97.0% |