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 | $48,560 | $50,637-4.1% | $86,582-43.9% | $62,293-22.0% |
| Participation rate | 96.4% | 67.9%+28.6pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 13.93% | 20.80%-6.9pp | 965.08%-951.2pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,623 | $2,075-21.8% | $2,839-42.9% | $2,042-20.5% |
| Participant deferral / active EE | $2,000 | $2,611-23.4% | $3,609-44.6% | $3,169-36.9% |
| Admin fee / account holder | $149 | $413-64.0% | $4,904-97.0% | $479-68.9% |