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 | $54,509 | $95,542-42.9% | $69,464-21.5% | $67,579-19.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 16.37% | 17.67%-1.3pp | 28.98%-12.6pp | 378.56%-362.2pp |
| Employer contribution / active EE | $3,027 | $2,989+1.3% | $2,779+8.9% | $2,148+40.9% |
| Participant deferral / active EE | $2,477 | $3,263-24.1% | $3,536-30.0% | $3,539-30.0% |
| Admin fee / account holder | $0 | $90-99.8% | $3,840-100.0% | $142-99.9% |