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 | $110,042 | $138,331-20.5% | $86,717+26.9% | $89,433+23.0% |
| Participation rate | 98.2% | 88.9%+9.3pp | 76.6%+21.6pp | 71.3%+26.9pp |
| Annual return | -8.63% | -11.72%+3.1pp | 35.97%-44.6pp | -11.88%+3.3pp |
| Employer contribution / active EE | $3,681 | $4,812-23.5% | $2,837+29.7% | $3,021+21.9% |
| Participant deferral / active EE | $4,924 | $8,027-38.7% | $4,657+5.7% | $5,125-3.9% |
| Admin fee / account holder | $17 | $64-73.8% | $7,494-99.8% | $79-78.8% |