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 | $120,739 | $74,552+62.0% | $63,018+91.6% | $69,631+73.4% |
| Participation rate | 97.2% | 78.3%+19.0pp | 74.8%+22.4pp | 70.7%+26.6pp |
| Annual return | 15.38% | 15.77%-0.4pp | 87.62%-72.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $4,733 | $2,929+61.6% | $2,761+71.4% | $2,032+132.9% |
| Participant deferral / active EE | $5,713 | $2,974+92.1% | $3,330+71.6% | $3,224+77.2% |
| Admin fee / account holder | $0 | $59-99.8% | $3,601-100.0% | $110-99.9% |