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 | $69,771-42.1% | $67,524-40.2% | $74,400-45.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.75% | -40.49%+55.2pp | 3519.41%-3504.7pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $2,422 | $2,710-10.6% | $2,734-11.4% | $2,624-7.7% |
| Participant deferral / active EE | $5,693 | $3,638+56.5% | $4,001+42.3% | $4,348+30.9% |
| Admin fee / account holder | $1 | $889-99.9% | $4,001-100.0% | $1,944-99.9% |