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 | $88,975 | $155,795-42.9% | $136,298-34.7% | $69,634+27.8% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 20.52% | 232464.33%-232443.8pp | 5156.27%-5135.7pp | 27572.26%-27551.7pp |
| Employer contribution / active EE | $11,491 | $2,991+284.2% | $4,696+144.7% | $2,032+465.4% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |