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 | $112,346 | $70,083+60.3% | $59,887+87.6% | $55,725+101.6% |
| Participation rate | 96.4% | 78.4%+18.1pp | 74.7%+21.7pp | 70.9%+25.6pp |
| Annual return | -2.14% | 3.13%-5.3pp | 3.46%-5.6pp | 244.93%-247.1pp |
| Employer contribution / active EE | $4,684 | $2,878+62.7% | $2,722+72.0% | $2,078+125.4% |
| Participant deferral / active EE | $5,606 | $3,079+82.1% | $3,402+64.8% | $3,356+67.1% |
| Admin fee / account holder | $0 | $70-99.8% | $3,591-100.0% | $115-99.9% |