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 | $94,749 | $74,552+27.1% | $63,018+50.4% | $69,631+36.1% |
| Participation rate | 98.8% | 78.3%+20.5pp | 74.8%+24.0pp | 70.7%+28.1pp |
| Annual return | 15.17% | 15.77%-0.6pp | 87.62%-72.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $3,255 | $2,929+11.1% | $2,761+17.9% | $2,032+60.2% |
| Participant deferral / active EE | $5,013 | $2,974+68.5% | $3,330+50.6% | $3,224+55.5% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |