Filed April 18, 2018
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,030 | $63,905-10.8% | $74,184-23.1% | $57,658-1.1% |
| Participation rate | 99.8% | 79.8%+20.0pp | 76.6%+23.1pp | 70.2%+29.5pp |
| Annual return | 10.35% | 60.60%-50.3pp | 17.74%-7.4pp | 5.13%+5.2pp |
| Employer contribution / active EE | $1,738 | $1,840-5.6% | $2,370-26.7% | $1,974-11.9% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $91-98.4% | $5,586-100.0% | $95-98.5% |