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 | $79,223+63.5% | $102,460+26.4% | $74,478+73.9% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.4pp |
| Annual return | 23.84% | 54.98%-31.1pp | 29.47%-5.6pp | 1370.56%-1346.7pp |
| Employer contribution / active EE | $8,166 | $2,363+245.5% | $3,025+169.9% | $2,626+210.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $6 | $2,003-99.7% | $9,460-99.9% | $1,946-99.7% |