Filed December 21, 2018
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,561 | $44,764+131.3% | $68,803+50.5% | $64,824+59.8% |
| Participation rate | 96.5% | 64.8%+31.8pp | 69.0%+27.5pp | 71.5%+25.1pp |
| Annual return | -4.22% | -10.91%+6.7pp | -6.37%+2.2pp | 32.84%-37.1pp |
| Employer contribution / active EE | $3,255 | $1,775+83.3% | $2,656+22.6% | $2,507+29.8% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,942-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $151-100.0% | $4,936-100.0% | $188-100.0% |