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 | $177,263 | $84,499+109.8% | $125,391+41.4% | $66,949+164.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 1.89% | -8.49%+10.4pp | 572.41%-570.5pp | 1.57%+0.3pp |
| Employer contribution / active EE | $8,637 | $3,554+143.1% | $4,816+79.4% | $2,545+239.3% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $3 | $685-99.5% | $10,009-100.0% | $594-99.4% |