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 | $42,183 | $54,320-22.3% | $67,652-37.6% | $52,331-19.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 0.29% | 6.81%-6.5pp | 6625.40%-6625.1pp | 4.54%-4.3pp |
| Employer contribution / active EE | $3,248 | $1,544+110.4% | $2,266+43.4% | $1,882+72.6% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |