Filed September 8, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,215 | $60,989+3.7% | $60,906+3.8% | $66,938-5.6% |
| Participation rate | 97.8% | 74.5%+23.3pp | 73.1%+24.7pp | 69.8%+28.0pp |
| Annual return | -10.62% | -9.60%-1.0pp | 16.94%-27.6pp | 1.58%-12.2pp |
| Employer contribution / active EE | $2,941 | $2,661+10.5% | $2,703+8.8% | $2,545+15.5% |
| Participant deferral / active EE | $5,910 | $3,615+63.5% | $3,814+55.0% | $4,238+39.4% |
| Admin fee / account holder | $37 | $338-89.0% | $3,227-98.9% | $594-93.8% |