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 | $100,709 | $75,388+33.6% | $123,553-18.5% | $55,727+80.7% |
| Participation rate | 95.4% | 75.7%+19.8pp | 82.3%+13.1pp | 70.9%+24.6pp |
| Annual return | 23.67% | 4.48%+19.2pp | 119.21%-95.5pp | 244.94%-221.3pp |
| Employer contribution / active EE | $10,234 | $3,063+234.1% | $4,628+121.1% | $2,078+392.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |