Filed January 12, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $42,604 | $41,854+1.8% | $73,836-42.3% | $52,331-18.6% |
| Participation rate | 97.6% | 66.2%+31.4pp | 73.4%+24.2pp | 68.1%+29.5pp |
| Annual return | 1.26% | 2.11%-0.9pp | 2268.06%-2266.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,595 | $1,920-16.9% | $2,787-42.8% | $1,882-15.2% |
| Participant deferral / active EE | $1,254 | $2,498-49.8% | $3,583-65.0% | $3,022-58.5% |
| Admin fee / account holder | $129 | $493-73.8% | $4,882-97.4% | $592-78.2% |