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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,184 | $84,784+144.4% | $98,450+110.4% | $74,440+178.3% |
| Participation rate | 99.8% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | 159.81% | 20.59%+139.2pp | 21.16%+138.6pp | 34.37%+125.4pp |
| Employer contribution / active EE | $3,723 | $3,364+10.7% | $3,049+22.1% | $2,638+41.1% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,739-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,961-100.0% | $348-100.0% |