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 | $98,623 | $39,132+152.0% | $57,196+72.4% | $62,881+56.8% |
| Participation rate | 84.4% | 70.5%+13.9pp | 75.3%+9.0pp | 69.3%+15.1pp |
| Annual return | 7.53% | 9.24%-1.7pp | 14.59%-7.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,246 | $2,374-5.4% | $3,096-27.5% | $3,203-29.9% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |