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 | $82,685 | $65,437+26.4% | $86,698-4.6% | $66,949+23.5% |
| Participation rate | 98.3% | 75.5%+22.8pp | 76.6%+21.7pp | 69.8%+28.4pp |
| Annual return | 0.48% | -10.91%+11.4pp | 35.96%-35.5pp | 1.57%-1.1pp |
| Employer contribution / active EE | $5,016 | $2,154+132.9% | $2,837+76.8% | $2,545+97.1% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $7 | $642-98.9% | $7,492-99.9% | $594-98.8% |