Filed July 1, 2016 (most recent of 2 filings on file)
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,344 | $60,989+131.8% | $60,906+132.1% | $66,938+111.2% |
| Participation rate | 98.3% | 74.5%+23.8pp | 73.1%+25.2pp | 69.8%+28.4pp |
| Annual return | -10.73% | -9.60%-1.1pp | 16.94%-27.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $7,242 | $2,661+172.2% | $2,703+167.9% | $2,545+184.5% |
| Participant deferral / active EE | $9,021 | $3,615+149.6% | $3,814+136.5% | $4,238+112.8% |
| Admin fee / account holder | $3 | $338-99.0% | $3,227-99.9% | $594-99.4% |