Filed September 22, 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 | $94,493 | $67,166+40.7% | $57,356+64.7% | $55,191+71.2% |
| Participation rate | 97.1% | 77.7%+19.4pp | 75.1%+22.0pp | 69.2%+27.9pp |
| Annual return | 2.73% | 4.22%-1.5pp | 24.41%-21.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $5,701 | $2,812+102.7% | $2,689+112.0% | $1,899+200.2% |
| Participant deferral / active EE | $4,843 | $2,835+70.8% | $3,162+53.2% | $3,046+59.0% |
| Admin fee / account holder | $0 | $44-99.7% | $3,357-100.0% | $91-99.9% |