Filed August 9, 2017 (most recent of 15 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,746 | $113,699+12.4% | $70,492+81.2% | $93,223+37.0% |
| Participation rate | 97.1% | 77.8%+19.3pp | 75.1%+22.1pp | 74.9%+22.2pp |
| Annual return | 11.19% | 14.93%-3.7pp | 109.16%-98.0pp | 19.29%-8.1pp |
| Employer contribution / active EE | $7,308 | $3,991+83.1% | $2,738+166.9% | $2,680+172.7% |
| Participant deferral / active EE | $0 | $4,485-100.0% | $3,711-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $40-100.0% | $3,848-100.0% | $79-100.0% |