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 | $142,529 | $82,422+72.9% | $67,652+110.7% | $67,505+111.1% |
| Participation rate | 88.1% | 84.2%+3.9pp | 75.7%+12.4pp | 71.2%+16.9pp |
| Annual return | 2.89% | 12.72%-9.8pp | 6625.40%-6622.5pp | 6.52%-3.6pp |
| Employer contribution / active EE | $1,977 | $2,879-31.3% | $2,266-12.7% | $2,173-9.0% |
| Participant deferral / active EE | $6,474 | $5,020+29.0% | $3,560+81.9% | $3,597+80.0% |
| Admin fee / account holder | $13 | $53-75.3% | $4,821-99.7% | $56-76.6% |