Filed September 18, 2018
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,987 | $105,248-40.2% | $147,318-57.2% | $71,012-11.3% |
| Participation rate | 100.0% | 66.1%+33.9pp | 82.1%+17.9pp | 58.6%+41.4pp |
| Annual return | 14.89% | 26.02%-11.1pp | 70.43%-55.5pp | 37.67%-22.8pp |
| Employer contribution / active EE | $2,222 | $3,785-41.3% | $4,593-51.6% | $2,348-5.4% |
| Participant deferral / active EE | $2,812 | $6,452-56.4% | $7,906-64.4% | $3,246-13.4% |
| Admin fee / account holder | $2 | $862-99.7% | $13,708-100.0% | $1,167-99.8% |