Filed July 19, 2017
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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 | $36,185 | $86,791-58.3% | $115,038-68.5% | $59,188-38.9% |
| Participation rate | 99.7% | 72.8%+26.9pp | 81.4%+18.4pp | 69.4%+30.3pp |
| Annual return | 1.12% | 4.44%-3.3pp | 26.14%-25.0pp | 5.51%-4.4pp |
| Employer contribution / active EE | $4,537 | $2,950+53.8% | $4,608-1.5% | $2,098+116.3% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |