Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,003 | $167,668-53.5% | $100,415-22.3% | $106,553-26.8% |
| Participation rate | 93.7% | 87.6%+6.1pp | 81.5%+12.2pp | 69.8%+23.9pp |
| Annual return | 14.39% | 18.33%-3.9pp | 49.47%-35.1pp | 17.37%-3.0pp |
| Employer contribution / active EE | $3,572 | $4,908-27.2% | $3,943-9.4% | $3,359+6.3% |
| Participant deferral / active EE | $5,918 | $11,427-48.2% | $8,091-26.9% | $5,562+6.4% |
| Admin fee / account holder | $0 | $94-100.0% | $7,906-100.0% | $80-100.0% |