Filed November 29, 2016 (most recent of 2 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 | $42,289 | $49,249-14.1% | $70,476-40.0% | $79,852-47.0% |
| Participation rate | 97.8% | 69.2%+28.6pp | 75.1%+22.7pp | 69.6%+28.1pp |
| Annual return | 20.77% | 30.09%-9.3pp | 109.12%-88.3pp | 31.72%-10.9pp |
| Employer contribution / active EE | $3,393 | $2,100+61.5% | $2,738+23.9% | $2,471+37.3% |
| Participant deferral / active EE | $3,507 | $2,769+26.7% | $3,710-5.5% | $3,740-6.2% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |