Filed November 27, 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 | $61,473 | $44,221+39.0% | $121,220-49.3% | $56,289+9.2% |
| Participation rate | 83.6% | 61.1%+22.5pp | 71.8%+11.8pp | 69.9%+13.7pp |
| Annual return | 0.00% | -3.58%+3.6pp | 16.94%-16.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $635 | $1,480-57.1% | $4,023-84.2% | $2,111-69.9% |
| Participant deferral / active EE | $1,075 | $2,521-57.3% | $3,345-67.9% | $3,350-67.9% |
| Admin fee / account holder | $0 | $480-100.0% | $5,021-100.0% | $521-100.0% |