Filed June 1, 2018
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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 | $80,294 | $63,924+25.6% | $108,582-26.1% | $55,167+45.5% |
| Participation rate | 90.1% | 74.3%+15.8pp | 79.6%+10.5pp | 69.0%+21.1pp |
| Annual return | 8.00% | 15.31%-7.3pp | -51.70%+59.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $9,064 | $1,879+382.4% | $3,758+141.2% | $1,963+361.8% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |