Filed May 28, 2019 (most recent of 2 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 | $98,098 | $45,050+117.8% | $63,018+55.7% | $70,126+39.9% |
| Participation rate | 98.7% | 69.5%+29.2pp | 74.8%+23.9pp | 69.5%+29.2pp |
| Annual return | 14.47% | 18.76%-4.3pp | 87.62%-73.1pp | 73.15%-58.7pp |
| Employer contribution / active EE | $6,527 | $2,052+218.1% | $2,761+136.4% | $2,343+178.7% |
| Participant deferral / active EE | $5,974 | $2,466+142.3% | $3,330+79.4% | $3,332+79.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |