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 | $48,208 | $41,377+16.5% | $109,313-55.9% | $62,881-23.3% |
| Participation rate | 97.9% | 57.5%+40.3pp | 71.3%+26.6pp | 69.3%+28.6pp |
| Annual return | 15.38% | 11.05%+4.3pp | 22.07%-6.7pp | 20.14%-4.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,690 | $2,045+227.2% | $3,166+111.3% | $3,203+108.9% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |