Filed December 5, 2019
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,619 | $89,282-42.2% | $94,672-45.5% | $74,473-30.7% |
| Participation rate | 95.5% | 82.4%+13.1pp | 80.8%+14.7pp | 70.7%+24.8pp |
| Annual return | 37.63% | 25.96%+11.7pp | 156.89%-119.3pp | 34.36%+3.3pp |
| Employer contribution / active EE | $1,111 | $3,022-63.2% | $3,673-69.8% | $2,638-57.9% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,417-100.0% | $4,530-100.0% |
| Admin fee / account holder | $6 | $219-97.4% | $7,222-99.9% | $347-98.4% |