Filed January 12, 2017 (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 | $44,664 | $43,423+2.9% | $78,676-43.2% | $55,167-19.0% |
| Participation rate | 97.0% | 68.0%+29.0pp | 73.6%+23.4pp | 69.0%+28.0pp |
| Annual return | 24.08% | 11.53%+12.6pp | 62.19%-38.1pp | 169.23%-145.2pp |
| Employer contribution / active EE | $1,598 | $1,997-20.0% | $2,850-43.9% | $1,963-18.6% |
| Participant deferral / active EE | $2,006 | $2,509-20.0% | $3,517-42.9% | $3,054-34.3% |
| Admin fee / account holder | $132 | $416-68.3% | $4,510-97.1% | $504-73.8% |