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 | $124,469 | $68,408+82.0% | $57,196+117.6% | $57,658+115.9% |
| Participation rate | 98.1% | 79.1%+18.9pp | 75.3%+22.7pp | 70.2%+27.8pp |
| Annual return | 7.13% | 8.51%-1.4pp | 14.59%-7.5pp | 5.13%+2.0pp |
| Employer contribution / active EE | $5,662 | $2,869+97.3% | $2,683+111.0% | $1,974+186.8% |
| Participant deferral / active EE | $3,575 | $2,903+23.1% | $3,096+15.5% | $3,061+16.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |