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 | $58,280 | $74,706-22.0% | $75,717-23.0% | $79,393-26.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 24.95% | 18.52%+6.4pp | 104.58%-79.6pp | 116.87%-91.9pp |
| Employer contribution / active EE | $5,267 | $2,590+103.4% | $2,743+92.0% | $2,428+117.0% |
| Participant deferral / active EE | $6,300 | $3,533+78.3% | $3,821+64.9% | $4,046+55.7% |
| Admin fee / account holder | $18 | $374-95.2% | $3,619-99.5% | $627-97.2% |