Filed June 12, 2018
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,564 | $77,677+64.2% | $109,173+16.8% | $79,391+60.7% |
| Participation rate | 99.0% | 67.8%+31.2pp | 75.9%+23.1pp | 70.7%+28.3pp |
| Annual return | 53.65% | 23.44%+30.2pp | 25.75%+27.9pp | 116.88%-63.2pp |
| Employer contribution / active EE | $1,115 | $2,798-60.2% | $3,723-70.1% | $2,428-54.1% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |