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 | $95,723 | $40,275+137.7% | $57,356+66.9% | $59,633+60.5% |
| Participation rate | 83.9% | 69.1%+14.7pp | 75.1%+8.8pp | 68.7%+15.2pp |
| Annual return | 3.03% | 27.52%-24.5pp | 24.41%-21.4pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,205 | $2,400-8.1% | $3,162-30.3% | $3,192-30.9% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |