Filed October 4, 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 | $33,721 | $50,464-33.2% | $75,784-55.5% | $52,331-35.6% |
| Participation rate | 96.9% | 66.8%+30.1pp | 75.8%+21.0pp | 68.1%+28.7pp |
| Annual return | 0.60% | 1.03%-0.4pp | 9.68%-9.1pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,834 | $1,988-7.7% | $3,323-44.8% | $1,882-2.5% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $76 | $1,103-93.1% | $5,300-98.6% | $592-87.1% |