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 | $52,058 | $73,125-28.8% | $125,180-58.4% | $77,775-33.1% |
| Participation rate | 91.9% | 79.4%+12.5pp | 79.8%+12.1pp | 73.2%+18.7pp |
| Annual return | 24.04% | 24.71%-0.7pp | 43.79%-19.8pp | 32.58%-8.5pp |
| Employer contribution / active EE | $2,877 | $2,413+19.2% | $3,866-25.6% | $2,504+14.9% |
| Participant deferral / active EE | $0 | $3,966-100.0% | $4,937-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $9,703-100.0% | $100-100.0% |