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 | $129,676 | $65,437+98.2% | $86,698+49.6% | $66,949+93.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -16.13% | -10.91%-5.2pp | 35.96%-52.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $11,022 | $2,154+411.8% | $2,837+288.5% | $2,545+333.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |