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 | $101,223 | $80,211+26.2% | $74,184+36.4% | $63,975+58.2% |
| Participation rate | 91.2% | 84.2%+7.0pp | 76.6%+14.6pp | 71.1%+20.1pp |
| Annual return | 0.00% | 14.13%-14.1pp | 17.74%-17.7pp | 48.65%-48.7pp |
| Employer contribution / active EE | $1,113 | $2,553-56.4% | $2,370-53.1% | $2,182-49.0% |
| Participant deferral / active EE | $2,876 | $4,370-34.2% | $3,550-19.0% | $3,356-14.3% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |