Filed October 11, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,042 | $70,002+28.6% | $115,038-21.7% | $52,331+72.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.94% | 4.04%+10.9pp | 26.14%-11.2pp | 4.54%+10.4pp |
| Employer contribution / active EE | $7,839 | $2,715+188.7% | $4,608+70.1% | $1,882+316.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |