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 | $52,460 | $66,124-20.7% | $90,461-42.0% | $73,497-28.6% |
| Participation rate | 94.7% | 69.7%+25.0pp | 72.7%+22.0pp | 70.7%+24.0pp |
| Annual return | 11.70% | 17.65%-6.0pp | 1294.76%-1283.1pp | 28.51%-16.8pp |
| Employer contribution / active EE | $933 | $2,346-60.2% | $3,264-71.4% | $2,270-58.9% |
| Participant deferral / active EE | $1,980 | $3,039-34.8% | $3,964-50.1% | $3,740-47.1% |
| Admin fee / account holder | $6 | $396-98.6% | $5,617-99.9% | $513-98.9% |