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 | $102,947 | $71,192+44.6% | $117,861-12.7% | $62,293+65.3% |
| Participation rate | 87.2% | 74.2%+12.9pp | 79.7%+7.5pp | 69.5%+17.7pp |
| Annual return | 15.53% | 18.66%-3.1pp | 335.11%-319.6pp | 28.90%-13.4pp |
| Employer contribution / active EE | $9,498 | $1,934+391.1% | $3,786+150.8% | $2,042+365.1% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |