Filed January 16, 2019
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,492 | $79,181+63.5% | $102,423+26.4% | $74,429+74.0% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.4pp |
| Annual return | 23.84% | 54.97%-31.1pp | 29.42%-5.6pp | 1368.38%-1344.5pp |
| Employer contribution / active EE | $8,166 | $2,362+245.8% | $3,023+170.1% | $2,625+211.1% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $6 | $2,002-99.7% | $9,455-99.9% | $1,944-99.7% |