Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,428 | $85,660-41.1% | $182,262-72.3% | $85,660-41.1% |
| Participation rate | 97.1% | 74.8%+22.3pp | 84.2%+12.9pp | 74.8%+22.3pp |
| Annual return | 13.05% | 19.52%-6.5pp | 140.60%-127.5pp | 19.52%-6.5pp |
| Employer contribution / active EE | $5,234 | $4,199+24.7% | $5,046+3.7% | $4,199+24.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $8,276-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $224-100.0% | $16,712-100.0% | $224-100.0% |