Filed April 16, 2018 (most recent of 6 filings on file)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 12.07% | 10.64%+1.4pp | 90.61%-78.5pp | 11.45%+0.6pp |
| Employer contribution / active EE | $22,082 | $11,339+94.7% | $32,730-32.5% | $17,219+28.2% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |