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 | $65,748 | $43,344+51.7% | $59,899+9.8% | $64,173+2.5% |
| Participation rate | 94.3% | 69.2%+25.1pp | 74.7%+19.6pp | 69.6%+24.7pp |
| Annual return | -2.50% | -1.55%-0.9pp | 3.46%-6.0pp | 7.63%-10.1pp |
| Employer contribution / active EE | $789 | $2,030-61.1% | $2,723-71.0% | $2,381-66.8% |
| Participant deferral / active EE | $2,173 | $2,547-14.7% | $3,402-36.1% | $3,470-37.4% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |