Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,316 | $32,913+162.3% | $80,004+7.9% | $59,188+45.8% |
| Participation rate | 99.8% | 56.9%+43.0pp | 73.0%+26.8pp | 69.4%+30.4pp |
| Annual return | 0.00% | 1.16%-1.2pp | 7.63%-7.6pp | 5.51%-5.5pp |
| Employer contribution / active EE | $3,414 | $789+332.8% | $2,473+38.1% | $2,098+62.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $3,204-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $40-100.0% | $5,033-100.0% | $92-100.0% |