Filed March 22, 2019
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,159 | $27,330+90.8% | $67,704-23.0% | $55,191-5.5% |
| Participation rate | 99.0% | 47.5%+51.4pp | 67.5%+31.4pp | 69.2%+29.8pp |
| Annual return | 1.27% | 8.81%-7.5pp | 25.41%-24.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,316 | $855+53.9% | $2,559-48.6% | $1,899-30.7% |
| Participant deferral / active EE | $0 | $1,709-100.0% | $3,585-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $109-100.0% | $4,255-100.0% | $91-100.0% |