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 | $183,995 | $134,619+36.7% | $111,319+65.3% | $101,555+81.2% |
| Participation rate | 98.7% | 89.0%+9.7pp | 77.3%+21.4pp | 74.5%+24.1pp |
| Annual return | 17.30% | 17.96%-0.7pp | 54.68%-37.4pp | 21.00%-3.7pp |
| Employer contribution / active EE | $4,368 | $3,829+14.1% | $2,732+59.9% | $2,972+47.0% |
| Participant deferral / active EE | $6,651 | $6,572+1.2% | $4,488+48.2% | $4,874+36.5% |
| Admin fee / account holder | $21 | $86-75.6% | $7,966-99.7% | $139-84.9% |