Filed January 4, 2018 (most recent of 3 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 | $120,690 | $67,166+79.7% | $57,356+110.4% | $55,191+118.7% |
| Participation rate | 97.9% | 77.7%+20.2pp | 75.1%+22.8pp | 69.2%+28.7pp |
| Annual return | 1.59% | 4.22%-2.6pp | 24.41%-22.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $5,574 | $2,812+98.2% | $2,689+107.3% | $1,899+193.6% |
| Participant deferral / active EE | $3,642 | $2,835+28.5% | $3,162+15.2% | $3,046+19.6% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |