Filed September 8, 2016
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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 | $45,248 | $55,002-17.7% | $59,899-24.5% | $56,289-19.6% |
| Participation rate | 96.6% | 75.9%+20.6pp | 74.7%+21.9pp | 69.9%+26.7pp |
| Annual return | 8.99% | 1.13%+7.9pp | 3.46%+5.5pp | -9.96%+18.9pp |
| Employer contribution / active EE | $2,984 | $2,448+21.9% | $2,723+9.6% | $2,111+41.4% |
| Participant deferral / active EE | $2,984 | $3,121-4.4% | $3,402-12.3% | $3,350-10.9% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |