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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,346 | $54,558+105.9% | $76,002+47.8% | $74,546+50.7% |
| Participation rate | 93.4% | 60.3%+33.1pp | 69.1%+24.3pp | 67.2%+26.2pp |
| Annual return | 11.00% | 31.83%-20.8pp | 360.07%-349.1pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $14,578 | $1,778+720.0% | $2,688+442.3% | $2,624+455.5% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $6,414-100.0% | $1,944-100.0% |