Filed November 17, 2017 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $18,193 | $39,859-54.4% | $78,676-76.9% | $57,658-68.4% |
| Participation rate | 76.3% | 66.1%+10.2pp | 73.6%+2.8pp | 70.2%+6.1pp |
| Annual return | 7.45% | 18.96%-11.5pp | 62.19%-54.7pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,792 | $1,786+56.4% | $2,850-2.0% | $1,974+41.5% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |