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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -10.32% | 11.48%-21.8pp | -10.68%+0.4pp | 2.77%-13.1pp |
| Employer contribution / active EE | $1,823 | $5,632-67.6% | $48,995-96.3% | $15,262-88.1% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |