Filed April 28, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,920 | $48,337+96.4% | $67,560+40.5% | $80,959+17.2% |
| Participation rate | 88.2% | 66.4%+21.7pp | 72.9%+15.2pp | 67.7%+20.5pp |
| Annual return | 16.59% | 18.26%-1.7pp | 3533.50%-3516.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $891 | $2,023-56.0% | $2,737-67.4% | $2,757-67.7% |
| Participant deferral / active EE | $2,252 | $2,928-23.1% | $4,004-43.7% | $4,300-47.6% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |