Filed August 15, 2019
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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 | $40,412 | $69,774-42.1% | $67,561-40.2% | $74,429-45.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.75% | -40.53%+55.3pp | 3525.44%-3510.7pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $2,422 | $2,710-10.6% | $2,735-11.4% | $2,625-7.7% |
| Participant deferral / active EE | $5,693 | $3,636+56.6% | $4,003+42.2% | $4,348+30.9% |
| Admin fee / account holder | $1 | $890-99.9% | $4,006-100.0% | $1,944-99.9% |