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 | $38,343 | $58,726-34.7% | $92,240-58.4% | $62,293-38.4% |
| Participation rate | 98.6% | 68.3%+30.2pp | 76.5%+22.1pp | 69.5%+29.1pp |
| Annual return | 14.94% | 43.62%-28.7pp | 176.29%-161.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,994 | $2,392-16.6% | $3,680-45.8% | $2,042-2.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $57 | $556-89.8% | $5,194-98.9% | $479-88.1% |