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 | $89,999 | $136,209-33.9% | $82,312+9.3% | $80,976+11.1% |
| Participation rate | 87.7% | 88.0%-0.4pp | 76.9%+10.8pp | 68.3%+19.4pp |
| Annual return | 20.02% | 21.54%-1.5pp | 25.88%-5.9pp | 22.91%-2.9pp |
| Employer contribution / active EE | $1,465 | $3,633-59.7% | $2,428-39.7% | $2,402-39.0% |
| Participant deferral / active EE | $5,261 | $6,693-21.4% | $3,706+42.0% | $3,848+36.7% |
| Admin fee / account holder | $5 | $62-92.1% | $5,608-99.9% | $67-92.7% |