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 | $43,429 | $44,221-1.8% | $121,220-64.2% | $56,289-22.8% |
| Participation rate | 99.2% | 61.1%+38.1pp | 71.8%+27.4pp | 69.9%+29.3pp |
| Annual return | -5.00% | -3.58%-1.4pp | 16.94%-21.9pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,628 | $2,521+162.9% | $3,345+98.1% | $3,350+97.9% |
| Admin fee / account holder | $0 | $480-100.0% | $5,021-100.0% | $521-100.0% |