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 | $55,355 | $53,128+4.2% | $86,582-36.1% | $70,126-21.1% |
| Participation rate | 84.0% | 65.3%+18.6pp | 73.5%+10.4pp | 69.5%+14.4pp |
| Annual return | 15.14% | 27.66%-12.5pp | 965.08%-949.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $4,789 | $2,068+131.6% | $2,839+68.6% | $2,343+104.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |