Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,242 | $79,519+39.9% | $95,968+15.9% | $73,415+51.5% |
| Participation rate | 98.6% | 81.2%+17.5pp | 77.1%+21.6pp | 72.2%+26.5pp |
| Annual return | 38.75% | 19.20%+19.5pp | 91.65%-52.9pp | 59.30%-20.6pp |
| Employer contribution / active EE | $4,384 | $2,048+114.1% | $2,542+72.5% | $2,234+96.2% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,798-100.0% | $158-100.0% |