Filed April 25, 2019
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,860 | $82,163+56.8% | $125,381+2.8% | $64,819+98.8% |
| Participation rate | 93.9% | 77.9%+16.0pp | 82.4%+11.5pp | 71.5%+22.4pp |
| Annual return | 16.77% | 3.49%+13.3pp | 572.31%-555.5pp | 32.84%-16.1pp |
| Employer contribution / active EE | $8,335 | $3,616+130.5% | $4,815+73.1% | $2,507+232.5% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |