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 | $122,593 | $65,437+87.3% | $86,698+41.4% | $66,949+83.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 31.44% | -10.91%+42.3pp | 35.96%-4.5pp | 1.57%+29.9pp |
| Employer contribution / active EE | $14,917 | $2,154+592.6% | $2,837+425.8% | $2,545+486.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $6 | $642-99.1% | $7,492-99.9% | $594-99.0% |