Filed January 31, 2020
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,471 | $40,264+348.2% | $57,349+214.7% | $59,633+202.6% |
| Participation rate | 99.0% | 69.2%+29.8pp | 75.1%+23.9pp | 68.7%+30.3pp |
| Annual return | 2.05% | 27.51%-25.5pp | 24.40%-22.4pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $9,386 | $1,922+388.3% | $2,689+249.1% | $2,203+326.1% |
| Participant deferral / active EE | $6,087 | $2,400+153.6% | $3,162+92.5% | $3,192+90.7% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |