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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,814 | $72,620+228.9% | $90,760+163.1% | $66,938+256.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -7.93% | -12.28%+4.4pp | -12.16%+4.2pp | 1.58%-9.5pp |
| Employer contribution / active EE | $13,644 | $2,369+475.8% | $2,922+367.0% | $2,545+436.1% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,444-100.0% | $594-100.0% |