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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,711 | $106,264+101.1% | $147,117+45.3% | $77,762+174.8% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 16.15% | 56.94%-40.8pp | 420.54%-404.4pp | 31.27%-15.1pp |
| Employer contribution / active EE | $22,573 | $4,074+454.1% | $4,932+357.6% | $2,728+727.4% |
| Participant deferral / active EE | $19,089 | $8,003+138.5% | $8,065+136.7% | $4,651+310.5% |
| Admin fee / account holder | $6 | $334-98.3% | $12,993-100.0% | $433-98.7% |