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 | $109,862 | $72,303+51.9% | $86,717+26.7% | $64,829+69.5% |
| Participation rate | 98.5% | 80.4%+18.1pp | 76.6%+22.0pp | 71.5%+27.1pp |
| Annual return | -15.74% | 392.77%-408.5pp | 35.97%-51.7pp | 32.85%-48.6pp |
| Employer contribution / active EE | $4,171 | $2,393+74.3% | $2,837+47.0% | $2,507+66.4% |
| Participant deferral / active EE | $7,302 | $4,660+56.7% | $4,657+56.8% | $4,312+69.4% |
| Admin fee / account holder | $0 | $174-100.0% | $7,494-100.0% | $188-100.0% |