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 | $34,959 | $52,884-33.9% | $84,753-58.8% | $55,167-36.6% |
| Participation rate | 94.2% | 67.5%+26.7pp | 76.6%+17.7pp | 69.0%+25.3pp |
| Annual return | 8.13% | 18.03%-9.9pp | 22.78%-14.7pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,019 | $2,233-9.6% | $3,574-43.5% | $1,963+2.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $68 | $581-88.3% | $5,333-98.7% | $504-86.6% |