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 | $82,188+30.7% | $125,391-14.4% | $64,824+65.7% |
| Participation rate | 97.9% | 77.9%+20.0pp | 82.4%+15.6pp | 71.5%+26.5pp |
| Annual return | 14.39% | 3.50%+10.9pp | 572.41%-558.0pp | 32.84%-18.5pp |
| Employer contribution / active EE | $20,508 | $3,617+466.9% | $4,816+325.9% | $2,507+718.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |