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 | $41,039 | $65,582-37.4% | $64,101-36.0% | $71,511-42.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 18.60% | 18.96%-0.4pp | 33.72%-15.1pp | 28.86%-10.3pp |
| Employer contribution / active EE | $1,038 | $2,671-61.1% | $2,749-62.2% | $2,589-59.9% |
| Participant deferral / active EE | $4,635 | $3,628+27.8% | $3,881+19.4% | $4,291+8.0% |
| Admin fee / account holder | $0 | $616-99.9% | $3,070-100.0% | $1,588-100.0% |