Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,484 | $95,918-48.4% | $151,634-67.4% | $77,906-36.5% |
| Participation rate | 99.6% | 88.7%+10.9pp | 87.5%+12.1pp | 73.7%+25.9pp |
| Annual return | 4.10% | -5.50%+9.6pp | 3.32%+0.8pp | 12.16%-8.1pp |
| Employer contribution / active EE | $2,101 | $4,330-51.5% | $6,165-65.9% | $2,846-26.2% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $11,614-100.0% | $133-100.0% |