Filed February 5, 2018
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,796 | $41,647+50.8% | $96,171-34.7% | $86,821-27.7% |
| Participation rate | 99.3% | 50.3%+49.0pp | 68.4%+30.8pp | 72.3%+27.0pp |
| Annual return | 17.81% | 27.24%-9.4pp | 192.04%-174.2pp | 97.94%-80.1pp |
| Employer contribution / active EE | $3,008 | $1,328+126.5% | $2,799+7.5% | $2,406+25.0% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,350-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,538-100.0% | $170-100.0% |