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 | $154,853 | $73,638+110.3% | $95,964+61.4% | $73,497+110.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 45.63% | 16.78%+28.9pp | 91.64%-46.0pp | 28.51%+17.1pp |
| Employer contribution / active EE | $7,696 | $1,863+313.1% | $2,541+202.8% | $2,270+239.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-99.9% | $6,797-100.0% | $513-99.9% |