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 | $108,664 | $55,002+97.6% | $59,899+81.4% | $56,289+93.0% |
| Participation rate | 98.7% | 75.9%+22.7pp | 74.7%+24.0pp | 69.9%+28.8pp |
| Annual return | -3.58% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $5,186 | $2,448+111.9% | $2,723+90.5% | $2,111+145.7% |
| Participant deferral / active EE | $6,344 | $3,121+103.3% | $3,402+86.4% | $3,350+89.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |