Filed November 30, 2016 (most recent of 3 filings on file)
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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,558 | $89,225-15.3% | $133,698-43.5% | $74,478+1.4% |
| Participation rate | 81.3% | 69.4%+11.9pp | 76.4%+4.9pp | 67.2%+14.1pp |
| Annual return | 34.33% | 22.76%+11.6pp | 580.90%-546.6pp | 1370.56%-1336.2pp |
| Employer contribution / active EE | $7,026 | $2,816+149.6% | $4,218+66.6% | $2,626+167.5% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,016-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5 | $1,545-99.7% | $6,703-99.9% | $1,946-99.7% |