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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,094 | $62,592+82.3% | $85,693+33.1% | $85,856+32.9% |
| Participation rate | 96.4% | 61.1%+35.3pp | 69.9%+26.6pp | 69.3%+27.1pp |
| Annual return | 41.68% | 23.77%+17.9pp | 21.49%+20.2pp | 318.58%-276.9pp |
| Employer contribution / active EE | $9,092 | $1,755+417.9% | $2,618+247.3% | $2,565+254.4% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $6,874-100.0% | $6,261-100.0% |