Filed June 24, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,593 | $71,873+88.7% | $86,698+56.4% | $68,490+98.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 7.53% | 3.54%+4.0pp | 35.96%-28.4pp | -7.85%+15.4pp |
| Employer contribution / active EE | $3,843 | $2,173+76.8% | $2,837+35.5% | $2,597+48.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3 | $6,110-99.9% | $7,492-100.0% | $5,403-99.9% |