Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,826 | $70,879-57.9% | $189,611-84.3% | $79,395-62.4% |
| Participation rate | 99.4% | 68.0%+31.5pp | 78.5%+21.0pp | 70.7%+28.7pp |
| Annual return | 15.42% | 20.70%-5.3pp | 64.20%-48.8pp | 116.90%-101.5pp |
| Employer contribution / active EE | $3,903 | $1,806+116.1% | $4,413-11.6% | $2,428+60.7% |
| Participant deferral / active EE | $1,715 | $4,081-58.0% | $6,174-72.2% | $4,046-57.6% |
| Admin fee / account holder | $0 | $647-100.0% | $9,808-100.0% | $626-100.0% |