Filed November 27, 2018 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,144 | $54,370+124.7% | $82,763+47.6% | $68,490+78.3% |
| Participation rate | 89.7% | 63.9%+25.8pp | 72.6%+17.2pp | 67.9%+21.8pp |
| Annual return | -13.27% | -13.67%+0.4pp | 702.45%-715.7pp | -7.85%-5.4pp |
| Employer contribution / active EE | $5,522 | $2,219+148.8% | $3,008+83.6% | $2,597+112.7% |
| Participant deferral / active EE | $7,331 | $3,247+125.8% | $4,395+66.8% | $4,028+82.0% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |