Filed December 21, 2016
Total covered: 1,658 employees
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,370 | $99,212+137.2% | $96,564+143.7% | $74,478+216.0% |
| Participation rate | 99.7% | 80.7%+19.1pp | 76.0%+23.7pp | 70.7%+29.0pp |
| Annual return | 16.14% | 22.40%-6.3pp | 25.89%-9.8pp | 34.37%-18.2pp |
| Employer contribution / active EE | $9,981 | $2,569+288.4% | $2,967+236.4% | $2,637+278.5% |
| Participant deferral / active EE | $11,075 | $4,938+124.3% | $4,852+128.3% | $4,530+144.5% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |