Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,575 | $48,406+254.4% | $104,656+63.9% | $90,274+90.1% |
| Participation rate | 99.9% | 64.3%+35.6pp | 74.1%+25.8pp | 73.4%+26.6pp |
| Annual return | 20.61% | 18.72%+1.9pp | 340.70%-320.1pp | 53.97%-33.4pp |
| Employer contribution / active EE | $9,731 | $1,115+773.0% | $2,682+262.8% | $2,523+285.6% |
| Participant deferral / active EE | $0 | $2,436-100.0% | $3,738-100.0% | $4,231-100.0% |
| Admin fee / account holder | $5 | $76-92.9% | $6,466-99.9% | $114-95.3% |