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 | $86,743 | $59,191+46.5% | $76,767+13.0% | $56,289+54.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 45.81% | 6.62%+39.2pp | 2.43%+43.4pp | -9.96%+55.8pp |
| Employer contribution / active EE | $2,472 | $1,759+40.6% | $2,485-0.5% | $2,111+17.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $5 | $489-99.0% | $6,675-99.9% | $521-99.1% |