Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
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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 | $102,775 | $74,706+37.6% | $75,717+35.7% | $79,393+29.5% |
| Participation rate | 97.9% | 75.3%+22.5pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 21.74% | 18.52%+3.2pp | 104.58%-82.8pp | 116.87%-95.1pp |
| Employer contribution / active EE | $3,548 | $2,590+37.0% | $2,743+29.4% | $2,428+46.1% |
| Participant deferral / active EE | $4,688 | $3,533+32.7% | $3,821+22.7% | $4,046+15.9% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $627-100.0% |