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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,152 | $55,470+214.0% | $155,556+12.0% | $74,478+133.8% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 84.79% | 269.80%-185.0pp | 64.84%+20.0pp | 1370.56%-1285.8pp |
| Employer contribution / active EE | $19,873 | $2,267+776.7% | $4,675+325.0% | $2,626+656.7% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |