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 | $123,372 | $86,341+42.9% | $125,195-1.5% | $65,186+89.3% |
| Participation rate | 81.4% | 75.3%+6.1pp | 79.8%+1.6pp | 70.2%+11.2pp |
| Annual return | 21.15% | 27.44%-6.3pp | 43.79%-22.6pp | 29.39%-8.2pp |
| Employer contribution / active EE | $10,893 | $2,040+434.1% | $3,866+181.8% | $2,177+400.4% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |