Filed May 15, 2019
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,749 | $80,731+175.9% | $103,374+115.5% | $74,546+198.8% |
| Participation rate | 98.8% | 65.7%+33.2pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 41.96% | 27.56%+14.4pp | 24.89%+17.1pp | 1366.03%-1324.1pp |
| Employer contribution / active EE | $3,567 | $3,158+13.0% | $3,869-7.8% | $2,624+35.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |