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 | $101,653+122.0% | $147,080+53.5% | $74,459+203.1% |
| Participation rate | 97.0% | 75.6%+21.4pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 23.69% | 8754.98%-8731.3pp | 420.17%-396.5pp | 1369.70%-1346.0pp |
| Employer contribution / active EE | $6,882 | $3,813+80.5% | $4,933+39.5% | $2,626+162.1% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3 | $1,752-99.9% | $12,989-100.0% | $1,945-99.9% |