Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,676 | $72,303+113.9% | $86,717+78.4% | $64,829+138.6% |
| Participation rate | 98.8% | 80.4%+18.3pp | 76.6%+22.2pp | 71.5%+27.3pp |
| Annual return | 9.60% | 392.77%-383.2pp | 35.97%-26.4pp | 32.85%-23.2pp |
| Employer contribution / active EE | $9,007 | $2,393+276.4% | $2,837+217.5% | $2,507+259.3% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,494-100.0% | $188-100.0% |