Filed February 17, 2017
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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 | $78,927 | $45,041+75.2% | $63,003+25.3% | $70,131+12.5% |
| Participation rate | 71.6% | 69.5%+2.1pp | 74.8%-3.2pp | 69.5%+2.0pp |
| Annual return | 16.95% | 18.76%-1.8pp | 87.59%-70.6pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,805 | $2,465+135.5% | $3,329+74.4% | $3,332+74.2% |
| Admin fee / account holder | $16 | $2,836-99.4% | $3,600-99.6% | $4,645-99.7% |