Filed January 23, 2019 (most recent of 4 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 | $64,141 | $68,408-6.2% | $57,196+12.1% | $57,658+11.2% |
| Participation rate | 96.8% | 79.1%+17.7pp | 75.3%+21.5pp | 70.2%+26.6pp |
| Annual return | 9.21% | 8.51%+0.7pp | 14.59%-5.4pp | 5.13%+4.1pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,929 | $2,903+104.2% | $3,096+91.5% | $3,061+93.7% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |