Filed August 29, 2016 (most recent of 2 filings on file)
Total covered: 30 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,701 | $101,499+122.4% | $147,005+53.5% | $74,546+202.8% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 23.69% | 8732.34%-8708.7pp | 418.76%-395.1pp | 1366.03%-1342.3pp |
| Employer contribution / active EE | $6,882 | $3,811+80.6% | $4,934+39.5% | $2,624+162.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $3 | $1,748-99.9% | $13,006-100.0% | $1,944-99.9% |