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 | $109,333 | $88,122+24.1% | $141,200-22.6% | $67,584+61.8% |
| Participation rate | 94.7% | 76.5%+18.3pp | 82.5%+12.2pp | 71.3%+23.4pp |
| Annual return | 33.83% | 75.40%-41.6pp | 71.41%-37.6pp | 378.59%-344.8pp |
| Employer contribution / active EE | $7,074 | $3,224+119.4% | $4,736+49.4% | $2,148+229.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |