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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $192,869-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 36.2%-36.2pp | 4.7%-4.7pp |
| Annual return | 5.24% | -0.69%+5.9pp | -0.77%+6.0pp | -0.69%+5.9pp |
| Employer contribution / active EE | $6,757 | $16,786-59.7% | $29,514-77.1% | $16,786-59.7% |
| Participant deferral / active EE | $0 | $525-100.0% | $36-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $42,257-100.0% | $124-100.0% |