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 | $40,795 | $45,082-9.5% | $69,464-41.3% | $72,975-44.1% |
| Participation rate | 83.0% | 68.5%+14.5pp | 74.6%+8.4pp | 69.5%+13.5pp |
| Annual return | 16.19% | 22.66%-6.5pp | 28.98%-12.8pp | 81.01%-64.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,445 | $2,604-6.1% | $3,536-30.9% | $3,608-32.2% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |