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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,439 | $42,367+288.1% | $79,583+106.6% | $64,824+153.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | 17.93% | -12.24%+30.2pp | 0.16%+17.8pp | 32.84%-14.9pp |
| Employer contribution / active EE | $7,692 | $1,181+551.6% | $2,414+218.7% | $2,507+206.8% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-99.8% | $6,835-100.0% | $188-99.8% |