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 | $79,184+63.5% | $102,438+26.4% | $74,546+73.7% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.4pp |
| Annual return | 23.84% | 54.95%-31.1pp | 29.37%-5.5pp | 1366.03%-1342.2pp |
| Employer contribution / active EE | $8,166 | $2,362+245.7% | $3,024+170.1% | $2,624+211.2% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $6 | $2,001-99.7% | $9,448-99.9% | $1,944-99.7% |