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 | $69,745-42.1% | $67,511-40.1% | $74,546-45.8% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.75% | -40.37%+55.1pp | 3517.41%-3502.7pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $2,422 | $2,705-10.5% | $2,733-11.3% | $2,624-7.7% |
| Participant deferral / active EE | $5,693 | $3,636+56.6% | $4,000+42.3% | $4,347+30.9% |
| Admin fee / account holder | $1 | $894-99.9% | $3,999-100.0% | $1,944-99.9% |