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 | $47,477 | $46,877+1.3% | $122,354-61.2% | $70,126-32.3% |
| Participation rate | 98.0% | 58.2%+39.8pp | 71.6%+26.3pp | 69.5%+28.4pp |
| Annual return | 19.23% | 24.22%-5.0pp | 30.28%-11.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,490 | $2,167+245.6% | $3,287+127.9% | $3,332+124.8% |
| Admin fee / account holder | $9 | $3,324-99.7% | $5,479-99.8% | $4,645-99.8% |