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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,561 | $76,696+36.3% | $96,538+8.3% | $71,529+46.2% |
| Participation rate | 98.6% | 66.6%+32.1pp | 74.3%+24.3pp | 67.9%+30.7pp |
| Annual return | 0.00% | 48.32%-48.3pp | 35.74%-35.7pp | 28.97%-29.0pp |
| Employer contribution / active EE | $31,490 | $3,032+938.8% | $3,740+741.9% | $2,590+1115.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |