Filed November 17, 2017
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,102 | $65,378+65.3% | $87,103+24.1% | $65,186+65.8% |
| Participation rate | 99.0% | 75.3%+23.7pp | 76.9%+22.2pp | 70.2%+28.8pp |
| Annual return | 103.34% | 31.28%+72.1pp | 28.19%+75.2pp | 29.39%+74.0pp |
| Employer contribution / active EE | $7,695 | $1,823+322.2% | $2,521+205.2% | $2,177+253.5% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |