Filed January 19, 2017
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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 | $45,748 | $74,552-38.6% | $63,018-27.4% | $69,631-34.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 13.53% | 15.77%-2.2pp | 87.62%-74.1pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $2,917 | $2,929-0.4% | $2,761+5.7% | $2,032+43.5% |
| Participant deferral / active EE | $1,903 | $2,974-36.0% | $3,330-42.9% | $3,224-41.0% |
| Admin fee / account holder | $0 | $59-99.7% | $3,601-100.0% | $110-99.8% |