Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,512 | $78,275+143.4% | $109,191+74.5% | $86,828+119.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 15.07% | 19.14%-4.1pp | 25.76%-10.7pp | 97.95%-82.9pp |
| Employer contribution / active EE | $16,630 | $3,105+435.6% | $3,723+346.7% | $2,406+591.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,756-100.0% | $170-100.0% |