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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,988 | $59,819+177.5% | $79,583+108.6% | $68,490+142.4% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | 18.14% | -12.30%+30.4pp | 0.16%+18.0pp | -7.85%+26.0pp |
| Employer contribution / active EE | $7,380 | $1,505+390.2% | $2,414+205.8% | $2,597+184.2% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,403-100.0% |