Filed April 4, 2018
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,120 | $84,936-2.1% | $111,308-25.3% | $79,391+4.7% |
| Participation rate | 96.8% | 75.9%+20.9pp | 77.3%+19.5pp | 70.7%+26.1pp |
| Annual return | 38.13% | 17.45%+20.7pp | 54.67%-16.5pp | 116.88%-78.8pp |
| Employer contribution / active EE | $4,096 | $1,979+107.0% | $2,732+49.9% | $2,428+68.7% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $6 | $537-98.9% | $7,965-99.9% | $627-99.1% |