Filed June 14, 2019 (most recent of 4 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 | $93,675 | $48,313+93.9% | $73,309+27.8% | $52,331+79.0% |
| Participation rate | 92.9% | 68.6%+24.3pp | 74.9%+17.9pp | 68.1%+24.8pp |
| Annual return | 1.90% | 3.85%-1.9pp | 5.67%-3.8pp | 4.54%-2.6pp |
| Employer contribution / active EE | $2,196 | $1,661+32.2% | $3,237-32.2% | $1,882+16.7% |
| Participant deferral / active EE | $2,517 | $4,189-39.9% | $4,991-49.6% | $3,022-16.7% |
| Admin fee / account holder | $0 | $404-100.0% | $5,635-100.0% | $592-100.0% |