Filed January 2, 2018
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.37% | 3.60%+1.8pp | 4.95%+0.4pp | 8.76%-3.4pp |
| Employer contribution / active EE | $36,294 | $20,793+74.5% | $20,917+73.5% | $16,664+117.8% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |