Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,115 | $111,064+120.7% | $67,652+262.3% | $69,651+251.9% |
| Participation rate | 95.7% | 86.0%+9.7pp | 75.7%+20.0pp | 66.6%+29.1pp |
| Annual return | 3.65% | 2.77%+0.9pp | 6625.40%-6621.7pp | 53.77%-50.1pp |
| Employer contribution / active EE | $3,603 | $3,328+8.3% | $2,266+59.1% | $2,241+60.8% |
| Participant deferral / active EE | $10,945 | $6,396+71.1% | $3,560+207.5% | $3,635+201.1% |
| Admin fee / account holder | $25 | $72-65.0% | $4,821-99.5% | $63-60.2% |