Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,860 | $82,188+56.8% | $125,401+2.8% | $64,829+98.8% |
| Participation rate | 93.9% | 77.9%+16.0pp | 82.4%+11.5pp | 71.5%+22.4pp |
| Annual return | 16.77% | 3.50%+13.3pp | 572.53%-555.8pp | 32.85%-16.1pp |
| Employer contribution / active EE | $8,335 | $3,617+130.4% | $4,816+73.1% | $2,507+232.5% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,008-100.0% | $188-100.0% |