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 | $30,779 | $39,132-21.3% | $57,196-46.2% | $62,881-51.1% |
| Participation rate | 88.3% | 70.5%+17.8pp | 75.3%+13.0pp | 69.3%+19.0pp |
| Annual return | 11.44% | 9.24%+2.2pp | 14.59%-3.2pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,559 | $2,374+7.8% | $3,096-17.3% | $3,203-20.1% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |