Filed November 14, 2017
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,167 | $50,860-54.4% | $155,574-85.1% | $77,714-70.2% |
| Participation rate | 76.8% | 63.1%+13.7pp | 78.2%-1.4pp | 70.6%+6.3pp |
| Annual return | 12.16% | 34.86%-22.7pp | 64.87%-52.7pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,387 | $1,991-30.3% | $4,676-70.3% | $2,727-49.1% |
| Participant deferral / active EE | $4,145 | $2,825+46.7% | $5,629-26.4% | $4,649-10.9% |
| Admin fee / account holder | $94 | $436-78.4% | $15,914-99.4% | $433-78.3% |