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 | $51,517 | $51,769-0.5% | $57,356-10.2% | $52,331-1.6% |
| Participation rate | 90.1% | 75.2%+14.8pp | 75.1%+15.0pp | 68.1%+22.0pp |
| Annual return | 5.12% | 2.43%+2.7pp | 24.41%-19.3pp | 4.54%+0.6pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,801 | $2,794+36.0% | $3,162+20.2% | $3,022+25.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |