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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 14.50% | 8.76%+5.7pp | 3.39%+11.1pp | 8.76%+5.7pp |
| Employer contribution / active EE | $38,138 | $16,664+128.9% | $31,780+20.0% | $16,664+128.9% |
| Participant deferral / active EE | $0 | $948-100.0% | $83-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |