Filed November 8, 2019 (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 | $99,823 | $67,166+48.6% | $57,356+74.0% | $55,191+80.9% |
| Participation rate | 98.5% | 77.7%+20.8pp | 75.1%+23.4pp | 69.2%+29.3pp |
| Annual return | 2.98% | 4.22%-1.2pp | 24.41%-21.4pp | 10.78%-7.8pp |
| Employer contribution / active EE | $4,707 | $2,812+67.4% | $2,689+75.1% | $1,899+147.9% |
| Participant deferral / active EE | $5,786 | $2,835+104.1% | $3,162+83.0% | $3,046+89.9% |
| Admin fee / account holder | $24 | $44-44.6% | $3,357-99.3% | $91-73.4% |