Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,477 | $140,190+75.1% | $115,756+112.1% | $77,906+215.1% |
| Participation rate | 99.5% | 81.0%+18.5pp | 77.1%+22.5pp | 73.7%+25.9pp |
| Annual return | 21.38% | -13.46%+34.8pp | 143.14%-121.8pp | 12.16%+9.2pp |
| Employer contribution / active EE | $13,950 | $3,169+340.2% | $3,793+267.8% | $2,846+390.1% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $6,254-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $138-100.0% | $8,124-100.0% | $133-100.0% |