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 | $89,248-15.3% | $136,007-44.4% | $74,546+1.4% |
| Participation rate | 81.3% | 69.4%+11.9pp | 76.5%+4.8pp | 67.2%+14.1pp |
| Annual return | 34.33% | 22.76%+11.6pp | 579.32%-545.0pp | 1366.03%-1331.7pp |
| Employer contribution / active EE | $7,026 | $2,838+147.6% | $4,215+66.7% | $2,624+167.7% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,024-100.0% | $4,347-100.0% |
| Admin fee / account holder | $5 | $1,545-99.7% | $6,858-99.9% | $1,944-99.7% |