Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,430 | $164,864+28.9% | $453,569-53.2% | $93,010+128.4% |
| Participation rate | 99.1% | 84.2%+14.9pp | 78.0%+21.1pp | 73.9%+25.2pp |
| Annual return | 27.41% | 17.89%+9.5pp | 64.43%-37.0pp | 158.70%-131.3pp |
| Employer contribution / active EE | $14,311 | $3,519+306.7% | $4,072+251.5% | $2,705+429.0% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $6,211-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $11,214-100.0% | $152-100.0% |