Filed August 2, 2019
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,672 | $84,499+145.8% | $125,391+65.6% | $66,949+210.2% |
| Participation rate | 93.6% | 76.4%+17.2pp | 82.4%+11.2pp | 69.8%+23.8pp |
| Annual return | 7.70% | -8.49%+16.2pp | 572.41%-564.7pp | 1.57%+6.1pp |
| Employer contribution / active EE | $17,316 | $3,554+387.3% | $4,816+259.6% | $2,545+580.3% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-99.9% | $10,009-100.0% | $594-99.9% |