Filed July 2, 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 | $80,648 | $67,166+20.1% | $57,356+40.6% | $55,191+46.1% |
| Participation rate | 99.4% | 77.7%+21.7pp | 75.1%+24.3pp | 69.2%+30.2pp |
| Annual return | 3.12% | 4.22%-1.1pp | 24.41%-21.3pp | 10.78%-7.7pp |
| Employer contribution / active EE | $3,293 | $2,812+17.1% | $2,689+22.5% | $1,899+73.4% |
| Participant deferral / active EE | $5,117 | $2,835+80.5% | $3,162+61.8% | $3,046+68.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |