Filed July 9, 2019 (most recent of 4 filings on file)
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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 | $154,912 | $79,151+95.7% | $60,919+154.3% | $64,829+139.0% |
| Participation rate | 96.5% | 77.7%+18.8pp | 73.1%+23.4pp | 71.5%+25.0pp |
| Annual return | -10.66% | -7.12%-3.5pp | 16.98%-27.6pp | 32.85%-43.5pp |
| Employer contribution / active EE | $3,745 | $3,052+22.7% | $2,704+38.5% | $2,507+49.4% |
| Participant deferral / active EE | $5,719 | $3,727+53.4% | $3,814+49.9% | $4,312+32.6% |
| Admin fee / account holder | $90 | $106-14.8% | $3,226-97.2% | $188-52.1% |