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 | $150,053 | $71,873+108.8% | $86,698+73.1% | $68,490+119.1% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | 7.79% | 3.54%+4.3pp | 35.96%-28.2pp | -7.85%+15.6pp |
| Employer contribution / active EE | $9,526 | $2,173+338.3% | $2,837+235.8% | $2,597+266.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |