Filed February 1, 2017 (most recent of 3 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 | $108,000 | $51,769+108.6% | $57,356+88.3% | $52,331+106.4% |
| Participation rate | 97.2% | 75.2%+21.9pp | 75.1%+22.1pp | 68.1%+29.1pp |
| Annual return | 2.73% | 2.43%+0.3pp | 24.41%-21.7pp | 4.54%-1.8pp |
| Employer contribution / active EE | $3,400 | $2,335+45.6% | $2,689+26.5% | $1,882+80.7% |
| Participant deferral / active EE | $5,548 | $2,794+98.6% | $3,162+75.5% | $3,022+83.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |