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 | $211,378 | $91,474+131.1% | $135,982+55.4% | $71,529+195.5% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 25.95% | 29.89%-3.9pp | 68.32%-42.4pp | 28.97%-3.0pp |
| Employer contribution / active EE | $16,986 | $3,705+358.4% | $4,859+249.6% | $2,590+555.9% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |