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 | $58,350 | $53,128+9.8% | $86,582-32.6% | $70,126-16.8% |
| Participation rate | 92.7% | 65.3%+27.4pp | 73.5%+19.1pp | 69.5%+23.1pp |
| Annual return | 18.92% | 27.66%-8.7pp | 965.08%-946.2pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,533 | $2,695+105.3% | $3,609+53.3% | $3,332+66.1% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |