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 | $127,853 | $60,795+110.3% | $69,464+84.1% | $65,185+96.1% |
| Participation rate | 94.2% | 74.9%+19.3pp | 74.6%+19.6pp | 70.2%+24.0pp |
| Annual return | 17.78% | 17.46%+0.3pp | 28.98%-11.2pp | 29.38%-11.6pp |
| Employer contribution / active EE | $3,381 | $2,452+37.9% | $2,779+21.6% | $2,177+55.3% |
| Participant deferral / active EE | $5,744 | $3,162+81.7% | $3,536+62.4% | $3,514+63.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |