Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,872 | $48,277-50.6% | $63,244-62.3% | $55,191-56.7% |
| Participation rate | 97.9% | 69.4%+28.5pp | 71.0%+26.9pp | 69.2%+28.8pp |
| Annual return | 0.81% | 2.37%-1.6pp | -70.31%+71.1pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,376 | $1,592+49.2% | $2,322+2.3% | $1,899+25.1% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $2,953-100.0% | $3,046-100.0% |
| Admin fee / account holder | $2 | $86-98.2% | $5,893-100.0% | $91-98.3% |