Filed September 12, 2017
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,531 | $79,519-41.5% | $95,960-51.5% | $73,412-36.6% |
| Participation rate | 99.3% | 81.2%+18.1pp | 77.1%+22.2pp | 72.2%+27.1pp |
| Annual return | 17.30% | 19.20%-1.9pp | 91.63%-74.3pp | 59.30%-42.0pp |
| Employer contribution / active EE | $6,450 | $2,048+215.0% | $2,541+153.8% | $2,234+188.8% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |