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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,956 | $54,193+106.6% | $93,669+19.5% | $77,714+44.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 17.71% | 30.54%-12.8pp | 133.59%-115.9pp | 31.26%-13.5pp |
| Employer contribution / active EE | $4,912 | $1,168+320.6% | $2,424+102.7% | $2,727+80.1% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |