Filed May 10, 2018
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,248 | $84,936+112.2% | $111,303+61.9% | $79,393+127.0% |
| Participation rate | 86.8% | 75.9%+10.9pp | 77.3%+9.5pp | 70.7%+16.1pp |
| Annual return | 117.55% | 17.45%+100.1pp | 54.66%+62.9pp | 116.87%+0.7pp |
| Employer contribution / active EE | $8,117 | $1,979+310.1% | $2,731+197.2% | $2,428+234.3% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $627-100.0% |