Filed May 17, 2016 (most recent of 5 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 | $74,414 | $67,166+10.8% | $57,356+29.7% | $55,191+34.8% |
| Participation rate | 83.8% | 77.7%+6.1pp | 75.1%+8.7pp | 69.2%+14.6pp |
| Annual return | 20.15% | 4.22%+15.9pp | 24.41%-4.3pp | 10.78%+9.4pp |
| Employer contribution / active EE | $2,196 | $2,812-21.9% | $2,689-18.3% | $1,899+15.7% |
| Participant deferral / active EE | $2,567 | $2,835-9.4% | $3,162-18.8% | $3,046-15.7% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |