Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,639 | $118,337-54.7% | $189,534-71.7% | $93,010-42.3% |
| Participation rate | 99.6% | 89.1%+10.5pp | 87.8%+11.8pp | 73.9%+25.7pp |
| Annual return | 45.19% | 21.77%+23.4pp | 555.39%-510.2pp | 158.70%-113.5pp |
| Employer contribution / active EE | $1,948 | $4,204-53.7% | $6,162-68.4% | $2,705-28.0% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $100-100.0% | $12,049-100.0% | $152-100.0% |