Filed August 11, 2016
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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 | $38,966 | $72,177-46.0% | $115,037-66.1% | $59,633-34.7% |
| Participation rate | 94.3% | 72.6%+21.7pp | 81.4%+12.9pp | 68.7%+25.6pp |
| Annual return | 1.73% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.40%-2039.7pp |
| Employer contribution / active EE | $8,819 | $2,841+210.4% | $4,608+91.4% | $2,203+300.4% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |