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 | $36,859 | $58,093-36.6% | $80,022-53.9% | $56,289-34.5% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.8%+23.6pp | 69.9%+29.6pp |
| Annual return | 27.96% | 34.63%-6.7pp | 11.22%+16.7pp | -9.96%+37.9pp |
| Employer contribution / active EE | $1,810 | $1,933-6.3% | $2,468-26.7% | $2,111-14.3% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |