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 | $115,776 | $57,976+99.7% | $63,018+83.7% | $62,293+85.9% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 14.41% | 17.54%-3.1pp | 87.62%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $6,194 | $2,415+156.5% | $2,761+124.4% | $2,042+203.3% |
| Participant deferral / active EE | $4,728 | $2,956+60.0% | $3,330+42.0% | $3,169+49.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |