Filed June 24, 2016
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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,497 | $53,128+143.7% | $86,582+49.6% | $70,126+84.7% |
| Participation rate | 92.6% | 65.3%+27.3pp | 73.5%+19.0pp | 69.5%+23.1pp |
| Annual return | 23.28% | 27.66%-4.4pp | 965.08%-941.8pp | 73.15%-49.9pp |
| Employer contribution / active EE | $11,092 | $2,068+436.4% | $2,839+290.6% | $2,343+373.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3 | $3,584-99.9% | $4,904-99.9% | $4,645-99.9% |