Filed December 30, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $89,602 | $67,166+33.4% | $57,356+56.2% | $55,191+62.3% |
| Participation rate | 96.4% | 77.7%+18.7pp | 75.1%+21.3pp | 69.2%+27.2pp |
| Annual return | 1.34% | 4.22%-2.9pp | 24.41%-23.1pp | 10.78%-9.4pp |
| Employer contribution / active EE | $5,306 | $2,812+88.7% | $2,689+97.3% | $1,899+179.5% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |