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 | $149,422 | $88,581+68.7% | $74,184+101.4% | $65,292+128.9% |
| Participation rate | 87.9% | 86.2%+1.7pp | 76.6%+11.2pp | 72.4%+15.4pp |
| Annual return | 9.55% | 11.72%-2.2pp | 17.74%-8.2pp | 11.84%-2.3pp |
| Employer contribution / active EE | $2,004 | $3,021-33.7% | $2,370-15.4% | $2,302-12.9% |
| Participant deferral / active EE | $6,369 | $4,898+30.0% | $3,550+79.4% | $3,579+78.0% |
| Admin fee / account holder | $12 | $60-79.9% | $5,586-99.8% | $57-79.0% |