Filed November 29, 2016 (most recent of 2 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 | $36,384 | $45,079-19.3% | $69,461-47.6% | $72,983-50.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 109.11% | 22.65%+86.5pp | 28.97%+80.1pp | 81.01%+28.1pp |
| Employer contribution / active EE | $3,958 | $2,055+92.6% | $2,779+42.4% | $2,440+62.2% |
| Participant deferral / active EE | $928 | $2,603-64.4% | $3,536-73.8% | $3,608-74.3% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |