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 | $90,873 | $46,722+94.5% | $130,660-30.5% | $65,185+39.4% |
| Participation rate | 92.1% | 60.9%+31.2pp | 71.7%+20.4pp | 70.2%+21.9pp |
| Annual return | 115.23% | 24.17%+91.1pp | 1709.29%-1594.1pp | 29.38%+85.8pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,804 | $2,545+206.6% | $3,603+116.6% | $3,514+122.1% |
| Admin fee / account holder | $0 | $453-100.0% | $5,463-100.0% | $847-100.0% |