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 | $63,304 | $57,976+9.2% | $63,018+0.5% | $62,293+1.6% |
| Participation rate | 84.7% | 75.9%+8.8pp | 74.8%+9.9pp | 69.5%+15.2pp |
| Annual return | 15.15% | 17.54%-2.4pp | 87.62%-72.5pp | 28.90%-13.7pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,080 | $2,956+38.0% | $3,330+22.5% | $3,169+28.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |