Filed October 27, 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 | $16,741 | $37,134-54.9% | $100,671-83.4% | $52,331-68.0% |
| Participation rate | 100.0% | 57.7%+42.3pp | 70.7%+29.3pp | 68.1%+31.9pp |
| Annual return | -0.55% | 0.10%-0.7pp | 20.43%-21.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,961 | $1,187+149.4% | $4,012-26.2% | $1,882+57.3% |
| Participant deferral / active EE | $0 | $2,163-100.0% | $3,144-100.0% | $3,022-100.0% |
| Admin fee / account holder | $8 | $467-98.4% | $4,850-99.8% | $592-98.7% |