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 | $131,277 | $100,801+30.2% | $149,751-12.3% | $73,415+78.8% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.5%+13.0pp | 72.2%+23.3pp |
| Annual return | 45.95% | 265.34%-219.4pp | 276.71%-230.8pp | 59.30%-13.3pp |
| Employer contribution / active EE | $7,488 | $3,312+126.1% | $4,646+61.2% | $2,234+235.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |