Filed September 13, 2017
Total covered: 78 employees
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,946 | $168,477+21.6% | $105,387+94.5% | $77,775+163.5% |
| Participation rate | 95.2% | 91.6%+3.6pp | 82.6%+12.6pp | 73.2%+22.0pp |
| Annual return | 25.71% | 25.62%+0.1pp | 26.82%-1.1pp | 32.58%-6.9pp |
| Employer contribution / active EE | $3,861 | $4,957-22.1% | $4,213-8.4% | $2,504+54.2% |
| Participant deferral / active EE | $5,608 | $8,141-31.1% | $5,502+1.9% | $3,966+41.4% |
| Admin fee / account holder | -$13 | $103-112.3% | $6,559-100.2% | $100-112.6% |