Filed April 16, 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 | $84,609 | $85,635-1.2% | $123,894-31.7% | $63,975+32.3% |
| Participation rate | 82.1% | 74.9%+7.2pp | 81.4%+0.7pp | 71.1%+11.0pp |
| Annual return | 9.90% | 15.74%-5.8pp | 47.52%-37.6pp | 48.65%-38.8pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $6,693 | $5,667+18.1% | $5,984+11.8% | $3,356+99.4% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |