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 | $102,066 | $66,302+53.9% | $110,243-7.4% | $56,289+81.3% |
| Participation rate | 84.1% | 74.9%+9.2pp | 79.8%+4.3pp | 69.9%+14.2pp |
| Annual return | -3.79% | -1.18%-2.6pp | 314.76%-318.5pp | -9.96%+6.2pp |
| Employer contribution / active EE | $11,469 | $2,047+460.2% | $3,827+199.7% | $2,111+443.2% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |