Filed January 4, 2018 (most recent of 3 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 | $43,869 | $65,322-32.8% | $70,494-37.8% | $73,497-40.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 14.32% | 15.71%-1.4pp | 109.16%-94.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $4,863 | $2,460+97.7% | $2,738+77.6% | $2,270+114.2% |
| Participant deferral / active EE | $4,690 | $3,375+39.0% | $3,711+26.4% | $3,740+25.4% |
| Admin fee / account holder | $6 | $214-97.4% | $3,848-99.9% | $513-98.9% |