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 | $124,515 | $57,330+117.2% | $86,656+43.7% | $75,177+65.6% |
| Participation rate | 89.7% | 63.2%+26.5pp | 71.7%+18.0pp | 67.2%+22.5pp |
| Annual return | 15.00% | 2675.40%-2660.4pp | 593.09%-578.1pp | 160.75%-145.8pp |
| Employer contribution / active EE | $2,141 | $2,316-7.6% | $3,025-29.2% | $2,671-19.9% |
| Participant deferral / active EE | $7,170 | $3,320+115.9% | $4,439+61.5% | $4,126+73.8% |
| Admin fee / account holder | $5 | $4,115-99.9% | $5,619-99.9% | $5,651-99.9% |