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 | $105,473 | $52,467+101.0% | $57,196+84.4% | $55,167+91.2% |
| Participation rate | 96.5% | 75.8%+20.6pp | 75.3%+21.1pp | 69.0%+27.5pp |
| Annual return | 6.10% | 7.72%-1.6pp | 14.59%-8.5pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,448 | $2,477+39.2% | $2,683+28.5% | $1,963+75.7% |
| Participant deferral / active EE | $5,733 | $2,830+102.6% | $3,096+85.2% | $3,054+87.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |