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 | $126,080 | $60,139+109.6% | $90,461+39.4% | $79,856+57.9% |
| Participation rate | 85.4% | 65.0%+20.4pp | 72.7%+12.7pp | 69.6%+15.8pp |
| Annual return | 113.96% | 71.96%+42.0pp | 1294.76%-1180.8pp | 31.71%+82.2pp |
| Employer contribution / active EE | $5,996 | $2,069+189.8% | $3,264+83.7% | $2,471+142.6% |
| Participant deferral / active EE | $7,246 | $2,939+146.5% | $3,964+82.8% | $3,741+93.7% |
| Admin fee / account holder | $49 | $3,978-98.8% | $5,617-99.1% | $5,306-99.1% |