Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,048 | $185,342-17.4% | $111,319+37.5% | $86,828+76.3% |
| Participation rate | 87.3% | 81.0%+6.4pp | 77.3%+10.0pp | 72.3%+15.0pp |
| Annual return | 45.99% | 500.80%-454.8pp | 54.68%-8.7pp | 97.95%-52.0pp |
| Employer contribution / active EE | $3,678 | $2,246+63.7% | $2,732+34.6% | $2,406+52.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |