Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,204 | $85,135+183.3% | $98,920+143.8% | $73,415+228.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 33.19% | 19.14%+14.0pp | 196.47%-163.3pp | 59.30%-26.1pp |
| Employer contribution / active EE | $9,262 | $2,721+240.4% | $2,689+244.4% | $2,234+314.6% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |