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 | $201,852 | $76,696+163.2% | $96,538+109.1% | $71,529+182.2% |
| Participation rate | 76.4% | 66.6%+9.8pp | 74.3%+2.0pp | 67.9%+8.5pp |
| Annual return | 39.05% | 48.32%-9.3pp | 35.74%+3.3pp | 28.97%+10.1pp |
| Employer contribution / active EE | $4,377 | $3,032+44.4% | $3,740+17.0% | $2,590+69.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |