Filed December 21, 2018
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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 | $46,674 | $39,819+17.2% | $67,834-31.2% | $57,658-19.1% |
| Participation rate | 85.8% | 61.2%+24.5pp | 68.8%+17.0pp | 70.2%+15.5pp |
| Annual return | 32.84% | 9.19%+23.6pp | 138.47%-105.6pp | 5.13%+27.7pp |
| Employer contribution / active EE | $1,327 | $1,277+3.9% | $2,403-44.8% | $1,974-32.8% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $287 | $84+243.7% | $4,622-93.8% | $95+204.1% |