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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 | $106,247+101.1% | $147,096+45.3% | $77,714+175.0% |
| Participation rate | 96.1% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 16.15% | 56.87%-40.7pp | 419.75%-403.6pp | 31.26%-15.1pp |
| Employer contribution / active EE | $22,573 | $4,069+454.7% | $4,936+357.3% | $2,727+727.8% |
| Participant deferral / active EE | $19,089 | $7,996+138.7% | $8,071+136.5% | $4,649+310.6% |
| Admin fee / account holder | $6 | $338-98.3% | $13,005-100.0% | $433-98.7% |