Filed March 18, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,821 | $54,162+329.9% | $68,612+239.3% | $64,173+262.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -0.13% | -1.62%+1.5pp | -4.63%+4.5pp | 7.63%-7.8pp |
| Employer contribution / active EE | $26,713 | $1,846+1347.0% | $2,625+917.6% | $2,381+1022.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $17 | $4,029-99.6% | $5,131-99.7% | $4,887-99.6% |