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 | $80,748+175.9% | $102,383+117.6% | $74,429+199.3% |
| Participation rate | 98.8% | 65.7%+33.2pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 41.96% | 27.57%+14.4pp | 24.94%+17.0pp | 1368.38%-1326.4pp |
| Employer contribution / active EE | $3,567 | $3,159+12.9% | $3,870-7.8% | $2,625+35.9% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |