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 | $138,604 | $178,759-22.5% | $102,460+35.3% | $106,553+30.1% |
| Participation rate | 99.2% | 91.3%+7.9pp | 76.5%+22.7pp | 69.8%+29.4pp |
| Annual return | 36.50% | 17.23%+19.3pp | 29.47%+7.0pp | 17.37%+19.1pp |
| Employer contribution / active EE | $4,806 | $5,750-16.4% | $3,025+58.9% | $3,359+43.1% |
| Participant deferral / active EE | $6,790 | $9,466-28.3% | $5,056+34.3% | $5,562+22.1% |
| Admin fee / account holder | $16 | $62-74.7% | $9,460-99.8% | $80-80.3% |