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 | $41,590 | $42,909-3.1% | $60,906-31.7% | $68,486-39.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.45% | -13.99%+2.5pp | 16.94%-28.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,220 | $1,979-38.3% | $2,703-54.9% | $2,597-53.0% |
| Participant deferral / active EE | $5,274 | $2,866+84.0% | $3,814+38.3% | $4,028+30.9% |
| Admin fee / account holder | $1 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |