Filed April 28, 2017 (most recent of 2 filings on file)
Total covered: 2 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,979 | $64,311-23.8% | $110,243-55.6% | $75,289-34.9% |
| Participation rate | 91.7% | 79.3%+12.5pp | 79.8%+11.9pp | 72.4%+19.3pp |
| Annual return | 70.25% | -1.74%+72.0pp | 314.76%-244.5pp | -0.04%+70.3pp |
| Employer contribution / active EE | $3,593 | $2,404+49.5% | $3,827-6.1% | $2,405+49.4% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $4,672-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $8,548-100.0% | $102-100.0% |