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 | $197,599 | $39,132+405.0% | $57,196+245.5% | $62,881+214.2% |
| Participation rate | 98.9% | 70.5%+28.5pp | 75.3%+23.6pp | 69.3%+29.6pp |
| Annual return | 5.91% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $9,858 | $1,874+426.1% | $2,683+267.4% | $2,281+332.2% |
| Participant deferral / active EE | $6,445 | $2,374+171.4% | $3,096+108.2% | $3,203+101.2% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |