Filed December 23, 2015
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,661 | $48,327+0.7% | $67,575-28.0% | $80,935-39.9% |
| Participation rate | 92.2% | 66.4%+25.7pp | 72.9%+19.2pp | 67.7%+24.5pp |
| Annual return | 16.40% | 18.31%-1.9pp | 3528.98%-3512.6pp | 35.66%-19.3pp |
| Employer contribution / active EE | $2,139 | $2,022+5.8% | $2,736-21.8% | $2,757-22.4% |
| Participant deferral / active EE | $2,139 | $2,927-26.9% | $4,003-46.6% | $4,299-50.2% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |