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 | $94,795 | $79,519+19.2% | $95,960-1.2% | $73,412+29.1% |
| Participation rate | 99.4% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 27.35% | 19.20%+8.2pp | 91.63%-64.3pp | 59.30%-31.9pp |
| Employer contribution / active EE | $1,981 | $2,048-3.3% | $2,541-22.1% | $2,234-11.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |