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 | $101,305 | $43,338+133.8% | $59,887+69.2% | $64,173+57.9% |
| Participation rate | 95.0% | 69.2%+25.8pp | 74.7%+20.3pp | 69.6%+25.4pp |
| Annual return | -2.97% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $9,932 | $2,030+389.3% | $2,722+264.8% | $2,381+317.2% |
| Participant deferral / active EE | $8,849 | $2,547+247.3% | $3,402+160.1% | $3,470+155.0% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |