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 | $113,648 | $95,542+19.0% | $69,461+63.6% | $67,579+68.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 16.55% | 17.67%-1.1pp | 28.97%-12.4pp | 378.56%-362.0pp |
| Employer contribution / active EE | $5,104 | $2,989+70.8% | $2,779+83.6% | $2,148+137.6% |
| Participant deferral / active EE | $6,153 | $3,263+88.6% | $3,536+74.0% | $3,539+73.9% |
| Admin fee / account holder | $0 | $90-100.0% | $3,840-100.0% | $142-100.0% |