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 | $102,882 | $81,948+25.5% | $90,760+13.4% | $64,819+58.7% |
| Participation rate | 99.7% | 80.5%+19.3pp | 75.7%+24.0pp | 71.5%+28.2pp |
| Annual return | -16.15% | -12.53%-3.6pp | -12.16%-4.0pp | 32.84%-49.0pp |
| Employer contribution / active EE | $10,264 | $3,067+234.6% | $2,922+251.3% | $2,507+309.4% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,444-100.0% | $188-100.0% |