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 | $188,137 | $104,497+80.0% | $159,487+18.0% | $79,389+137.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 48.40% | 67.98%-19.6pp | 263.71%-215.3pp | 116.89%-68.5pp |
| Employer contribution / active EE | $9,357 | $3,418+173.8% | $4,831+93.7% | $2,428+285.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |