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 | $70,516 | $54,757+28.8% | $90,304-21.9% | $72,975-3.4% |
| Participation rate | 93.3% | 65.2%+28.2pp | 73.3%+20.1pp | 69.5%+23.8pp |
| Annual return | 25.11% | 30.63%-5.5pp | 78.13%-53.0pp | 81.01%-55.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,891 | $2,887+104.1% | $3,885+51.6% | $3,608+63.3% |
| Admin fee / account holder | $2 | $3,973-99.9% | $5,354-100.0% | $5,124-100.0% |