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 | $46,330 | $49,239-5.9% | $70,462-34.2% | $79,858-42.0% |
| Participation rate | 80.7% | 69.2%+11.5pp | 75.1%+5.6pp | 69.6%+11.0pp |
| Annual return | 14.17% | 30.08%-15.9pp | 109.08%-94.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,462 | $2,769-11.1% | $3,710-33.6% | $3,740-34.2% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |