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 | $36,788 | $45,050-18.3% | $63,018-41.6% | $70,126-47.5% |
| Participation rate | 86.0% | 69.5%+16.5pp | 74.8%+11.2pp | 69.5%+16.5pp |
| Annual return | 13.06% | 18.76%-5.7pp | 87.62%-74.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,661 | $2,466+7.9% | $3,330-20.1% | $3,332-20.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |