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 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -12.41% | -10.35%-2.1pp | -38.86%+26.5pp | 2.78%-15.2pp |
| Employer contribution / active EE | $21,538 | $8,768+145.7% | $37,756-43.0% | $15,276+41.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |