Filed December 30, 2019 (most recent of 2 filings on file)
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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 | $92,573 | $68,408+35.3% | $57,196+61.9% | $57,658+60.6% |
| Participation rate | 97.2% | 79.1%+18.1pp | 75.3%+21.9pp | 70.2%+27.0pp |
| Annual return | 6.57% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $5,210 | $2,869+81.6% | $2,683+94.2% | $1,974+164.0% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |