Filed November 27, 2018 (most recent of 2 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 | $50,380 | $48,078+4.8% | $78,676-36.0% | $62,881-19.9% |
| Participation rate | 85.1% | 65.2%+19.9pp | 73.6%+11.6pp | 69.3%+15.8pp |
| Annual return | 5.94% | 31.36%-25.4pp | 62.19%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,453 | $2,015+121.1% | $2,850+56.3% | $2,281+95.2% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |