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 | $51,692 | $49,239+5.0% | $70,462-26.6% | $79,858-35.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 17.58% | 30.08%-12.5pp | 109.08%-91.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $1,326 | $2,100-36.8% | $2,737-51.6% | $2,471-46.3% |
| Participant deferral / active EE | $4,720 | $2,769+70.5% | $3,710+27.2% | $3,740+26.2% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |