Filed July 26, 2018
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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 | $82,196 | $67,166+22.4% | $57,356+43.3% | $55,191+48.9% |
| Participation rate | 97.7% | 77.7%+20.0pp | 75.1%+22.6pp | 69.2%+28.5pp |
| Annual return | 2.25% | 4.22%-2.0pp | 24.41%-22.2pp | 10.78%-8.5pp |
| Employer contribution / active EE | $2,136 | $2,812-24.0% | $2,689-20.5% | $1,899+12.5% |
| Participant deferral / active EE | $2,136 | $2,835-24.6% | $3,162-32.4% | $3,046-29.9% |
| Admin fee / account holder | $16 | $44-62.4% | $3,357-99.5% | $91-81.9% |