Filed May 2, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,771 | $52,884+58.4% | $84,753-1.2% | $55,167+51.8% |
| Participation rate | 98.6% | 67.5%+31.1pp | 76.6%+22.1pp | 69.0%+29.7pp |
| Annual return | 34.40% | 18.03%+16.4pp | 22.78%+11.6pp | 169.23%-134.8pp |
| Employer contribution / active EE | $10,970 | $2,233+391.2% | $3,574+206.9% | $1,963+459.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |