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 | $99,298 | $95,542+3.9% | $69,464+42.9% | $67,579+46.9% |
| Participation rate | 99.1% | 79.4%+19.8pp | 74.6%+24.5pp | 71.3%+27.9pp |
| Annual return | 17.76% | 17.67%+0.1pp | 28.98%-11.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $3,248 | $2,989+8.7% | $2,779+16.8% | $2,148+51.2% |
| Participant deferral / active EE | $5,115 | $3,263+56.8% | $3,536+44.6% | $3,539+44.5% |
| Admin fee / account holder | $0 | $90-100.0% | $3,840-100.0% | $142-100.0% |