Filed June 7, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,782 | $63,314-49.8% | $91,004-65.1% | $62,293-49.0% |
| Participation rate | 99.4% | 73.3%+26.1pp | 75.6%+23.8pp | 69.5%+29.9pp |
| Annual return | 38.08% | 21.00%+17.1pp | 4.60%+33.5pp | 28.90%+9.2pp |
| Employer contribution / active EE | $2,282 | $1,807+26.3% | $2,456-7.1% | $2,042+11.8% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |