Filed April 23, 2019
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,982 | $46,596+114.6% | $64,099+56.0% | $75,181+33.0% |
| Participation rate | 88.3% | 65.9%+22.4pp | 72.3%+16.0pp | 67.2%+21.1pp |
| Annual return | 11.61% | 26.04%-14.4pp | 33.70%-22.1pp | 160.69%-149.1pp |
| Employer contribution / active EE | $1,755 | $1,975-11.1% | $2,748-36.1% | $2,671-34.3% |
| Participant deferral / active EE | $3,275 | $2,837+15.4% | $3,881-15.6% | $4,126-20.6% |
| Admin fee / account holder | $4 | $2,954-99.9% | $3,070-99.9% | $5,650-99.9% |