Filed October 31, 2019 (most recent of 3 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 | $26,898 | $40,275-33.2% | $57,356-53.1% | $59,633-54.9% |
| Participation rate | 87.6% | 69.1%+18.5pp | 75.1%+12.5pp | 68.7%+19.0pp |
| Annual return | 9.77% | 27.52%-17.8pp | 24.41%-14.6pp | 2041.45%-2031.7pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,281 | $2,400-5.0% | $3,162-27.9% | $3,192-28.5% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |