Filed August 9, 2017 (most recent of 15 filings on file)
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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 | $108,353 | $87,173+24.3% | $59,899+80.9% | $75,289+43.9% |
| Participation rate | 99.7% | 74.5%+25.2pp | 74.7%+25.0pp | 72.4%+27.3pp |
| Annual return | -2.09% | -2.14%+0.1pp | 3.46%-5.5pp | -0.04%-2.0pp |
| Employer contribution / active EE | $7,052 | $3,473+103.0% | $2,723+159.0% | $2,405+193.2% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,403-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $75-99.6% | $3,592-100.0% | $102-99.7% |