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 | $20,561 | $63,156-67.4% | $122,354-83.2% | $62,293-67.0% |
| Participation rate | 98.8% | 60.0%+38.8pp | 71.6%+27.1pp | 69.5%+29.3pp |
| Annual return | 14.97% | 20.61%-5.6pp | 30.28%-15.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $4,164 | $1,385+200.7% | $4,051+2.8% | $2,042+103.9% |
| Participant deferral / active EE | $0 | $2,321-100.0% | $3,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $13 | $440-97.1% | $5,479-99.8% | $479-97.3% |