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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,232 | $63,471+31.1% | $68,803+21.0% | $66,949+24.3% |
| Participation rate | 98.2% | 60.0%+38.2pp | 69.0%+29.2pp | 69.8%+28.4pp |
| Annual return | -5.52% | -8.29%+2.8pp | -6.37%+0.8pp | 1.57%-7.1pp |
| Employer contribution / active EE | $7,184 | $1,776+304.5% | $2,656+170.5% | $2,545+182.3% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,239-100.0% |
| Admin fee / account holder | $14 | $578-97.5% | $4,936-99.7% | $594-97.6% |