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 | $170,118 | $83,884+102.8% | $64,110+165.4% | $74,478+128.4% |
| Participation rate | 97.9% | 76.6%+21.3pp | 72.3%+25.5pp | 70.7%+27.1pp |
| Annual return | 14.43% | 16.57%-2.1pp | 33.75%-19.3pp | 34.37%-19.9pp |
| Employer contribution / active EE | $6,180 | $3,084+100.4% | $2,751+124.7% | $2,637+134.4% |
| Participant deferral / active EE | $5,591 | $3,692+51.4% | $3,883+44.0% | $4,530+23.4% |
| Admin fee / account holder | $101 | $196-48.5% | $3,071-96.7% | $347-70.9% |