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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,295 | $81,870+50.6% | $119,622+3.1% | $68,486+80.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.17% | -23.82%+12.7pp | -14.98%+3.8pp | -7.85%-3.3pp |
| Employer contribution / active EE | $9,190 | $2,692+241.4% | $4,232+117.2% | $2,597+253.9% |
| Participant deferral / active EE | $8,029 | $4,148+93.6% | $5,601+43.4% | $4,028+99.3% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |