Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,515 | $45,959+279.7% | $91,215+91.3% | $77,906+124.0% |
| Participation rate | 83.5% | 66.3%+17.2pp | 73.2%+10.3pp | 73.7%+9.8pp |
| Annual return | 3.36% | -5.32%+8.7pp | 114.15%-110.8pp | 12.16%-8.8pp |
| Employer contribution / active EE | $7,388 | $1,451+409.2% | $2,852+159.1% | $2,846+159.6% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,234-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $99-100.0% | $5,424-100.0% | $133-100.0% |