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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,251 | $42,367+150.8% | $79,583+33.5% | $64,824+63.9% |
| Participation rate | 98.1% | 64.7%+33.4pp | 69.5%+28.6pp | 71.5%+26.6pp |
| Annual return | 0.00% | -12.24%+12.2pp | 0.16%-0.2pp | 32.84%-32.8pp |
| Employer contribution / active EE | $6,067 | $1,181+413.9% | $2,414+151.3% | $2,507+142.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,835-100.0% | $188-100.0% |