Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,788 | $86,897+22.9% | $151,634-29.6% | $64,829+64.7% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | -0.17% | -3.57%+3.4pp | 3.32%-3.5pp | 32.85%-33.0pp |
| Employer contribution / active EE | $5,093 | $4,010+27.0% | $6,165-17.4% | $2,507+103.1% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,614-100.0% | $188-100.0% |