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 | $139,537 | $176,471-20.9% | $95,968+45.4% | $90,274+54.6% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 13.43% | 20.15%-6.7pp | 91.65%-78.2pp | 53.97%-40.5pp |
| Employer contribution / active EE | $4,299 | $2,783+54.4% | $2,542+69.1% | $2,523+70.4% |
| Participant deferral / active EE | $8,754 | $5,325+64.4% | $4,167+110.1% | $4,231+106.9% |
| Admin fee / account holder | $0 | $154-100.0% | $6,798-100.0% | $114-100.0% |