Filed January 16, 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 | $143,929 | $67,166+114.3% | $57,357+150.9% | $55,191+160.8% |
| Participation rate | 95.4% | 77.7%+17.7pp | 75.1%+20.4pp | 69.2%+26.3pp |
| Annual return | 1.71% | 4.22%-2.5pp | 24.41%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $10,062 | $2,812+257.8% | $2,689+274.2% | $1,899+429.9% |
| Participant deferral / active EE | $5,573 | $2,835+96.6% | $3,162+76.3% | $3,046+82.9% |
| Admin fee / account holder | $4 | $44-91.6% | $3,357-99.9% | $91-96.0% |