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 | $59,782 | $54,763+9.2% | $90,324-33.8% | $72,976-18.1% |
| Participation rate | 95.8% | 65.2%+30.7pp | 73.3%+22.6pp | 69.5%+26.3pp |
| Annual return | 17.51% | 30.63%-13.1pp | 78.15%-60.6pp | 81.02%-63.5pp |
| Employer contribution / active EE | $5,667 | $2,093+170.7% | $2,856+98.4% | $2,440+132.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |