Filed June 1, 2018
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,075 | $81,494+67.0% | $133,978+1.6% | $73,497+85.1% |
| Participation rate | 85.5% | 76.4%+9.1pp | 79.8%+5.6pp | 70.7%+14.8pp |
| Annual return | 16.28% | 19.40%-3.1pp | 45.10%-28.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $10,732 | $2,210+385.7% | $3,919+173.9% | $2,270+372.8% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |