Filed May 17, 2016 (most recent of 5 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 | $76,513 | $68,408+11.8% | $57,196+33.8% | $57,658+32.7% |
| Participation rate | 83.9% | 79.1%+4.8pp | 75.3%+8.6pp | 70.2%+13.7pp |
| Annual return | 7.47% | 8.51%-1.0pp | 14.59%-7.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,211 | $2,869-22.9% | $2,683-17.6% | $1,974+12.0% |
| Participant deferral / active EE | $2,639 | $2,903-9.1% | $3,096-14.8% | $3,061-13.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |