Filed April 28, 2016
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,404 | $45,050+62.9% | $63,018+16.5% | $70,126+4.7% |
| Participation rate | 95.5% | 69.5%+26.0pp | 74.8%+20.7pp | 69.5%+26.0pp |
| Annual return | 13.80% | 18.76%-5.0pp | 87.62%-73.8pp | 73.15%-59.4pp |
| Employer contribution / active EE | $771 | $2,052-62.4% | $2,761-72.1% | $2,343-67.1% |
| Participant deferral / active EE | $2,347 | $2,466-4.8% | $3,330-29.5% | $3,332-29.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |