Filed September 22, 2016
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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 | $106,271 | $74,552+42.5% | $63,018+68.6% | $69,631+52.6% |
| Participation rate | 98.1% | 78.3%+19.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 13.36% | 15.77%-2.4pp | 87.62%-74.3pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $4,903 | $2,929+67.4% | $2,761+77.6% | $2,032+141.3% |
| Participant deferral / active EE | $5,505 | $2,974+85.1% | $3,330+65.4% | $3,224+70.8% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |