Filed December 10, 2015 (most recent of 2 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 | $19,498 | $36,916-47.2% | $156,551-87.5% | $57,658-66.2% |
| Participation rate | 78.6% | 63.4%+15.2pp | 84.0%-5.4pp | 70.2%+8.4pp |
| Annual return | 8.35% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,235 | $1,571-21.4% | $5,501-77.6% | $1,974-37.4% |
| Participant deferral / active EE | $1,295 | $1,926-32.8% | $4,871-73.4% | $3,061-57.7% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |