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 | $54,096 | $84,000-35.6% | $119,608-54.8% | $77,906-30.6% |
| Participation rate | 96.6% | 77.8%+18.8pp | 79.3%+17.3pp | 73.7%+22.9pp |
| Annual return | 2.58% | -11.59%+14.2pp | -14.98%+17.6pp | 12.16%-9.6pp |
| Employer contribution / active EE | $4,312 | $2,907+48.3% | $4,232+1.9% | $2,846+51.5% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,601-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,326-100.0% | $133-100.0% |