Filed September 19, 2016 (most recent of 5 filings on file)
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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 | $106,853 | $52,467+103.7% | $57,196+86.8% | $55,167+93.7% |
| Participation rate | 99.1% | 75.8%+23.2pp | 75.3%+23.7pp | 69.0%+30.1pp |
| Annual return | 12.05% | 7.72%+4.3pp | 14.59%-2.5pp | 169.23%-157.2pp |
| Employer contribution / active EE | $6,150 | $2,477+148.3% | $2,683+129.2% | $1,963+213.4% |
| Participant deferral / active EE | $4,671 | $2,830+65.1% | $3,096+50.9% | $3,054+53.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |