Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,698 | $148,970-11.6% | $133,698-1.5% | $200,096-34.2% |
| Participation rate | 93.1% | 79.4%+13.8pp | 76.4%+16.7pp | 72.0%+21.1pp |
| Annual return | 19.73% | 27.07%-7.3pp | 580.90%-561.2pp | 34.26%-14.5pp |
| Employer contribution / active EE | $8,468 | $3,561+137.8% | $4,218+100.8% | $3,038+178.8% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,016-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,703-100.0% | $269-100.0% |