Filed August 10, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,611 | $93,131+48.8% | $106,551+30.1% | $86,813+59.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 22.91% | 19.45%+3.5pp | 26.80%-3.9pp | 97.93%-75.0pp |
| Employer contribution / active EE | $4,070 | $2,895+40.6% | $2,819+44.4% | $2,406+69.2% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |