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 | $222,977 | $91,474+143.8% | $135,982+64.0% | $71,529+211.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 31.67% | 29.89%+1.8pp | 68.32%-36.7pp | 28.97%+2.7pp |
| Employer contribution / active EE | $8,869 | $3,705+139.3% | $4,859+82.5% | $2,590+242.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4 | $1,267-99.7% | $10,767-100.0% | $1,588-99.8% |