Filed November 18, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,386 | $82,163+30.7% | $125,358-14.3% | $64,811+65.7% |
| Participation rate | 97.9% | 77.9%+20.1pp | 82.4%+15.6pp | 71.5%+26.5pp |
| Annual return | 14.39% | 3.49%+10.9pp | 572.03%-557.6pp | 32.83%-18.4pp |
| Employer contribution / active EE | $20,508 | $3,616+467.1% | $4,814+326.0% | $2,506+718.3% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |