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 | $127,160 | $60,795+109.2% | $69,483+83.0% | $65,186+95.1% |
| Participation rate | 98.2% | 74.9%+23.4pp | 74.6%+23.6pp | 70.2%+28.0pp |
| Annual return | 17.48% | 17.46%0pp | 28.99%-11.5pp | 29.39%-11.9pp |
| Employer contribution / active EE | $5,525 | $2,452+125.3% | $2,780+98.8% | $2,177+153.8% |
| Participant deferral / active EE | $6,250 | $3,162+97.7% | $3,537+76.7% | $3,514+77.9% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |