Filed April 4, 2018
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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 | $55,447 | $57,976-4.4% | $63,018-12.0% | $62,293-11.0% |
| Participation rate | 99.2% | 75.9%+23.2pp | 74.8%+24.4pp | 69.5%+29.7pp |
| Annual return | 13.60% | 17.54%-3.9pp | 87.62%-74.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,910 | $2,415-20.9% | $2,761-30.8% | $2,042-6.5% |
| Participant deferral / active EE | $3,702 | $2,956+25.3% | $3,330+11.2% | $3,169+16.8% |
| Admin fee / account holder | $3 | $276-98.8% | $3,601-99.9% | $479-99.3% |