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 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 14.26% | 9.72%+4.5pp | 10.75%+3.5pp | 13.24%+1.0pp |
| Employer contribution / active EE | $25,237 | $10,988+129.7% | $35,170-28.2% | $14,616+72.7% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |