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 | $80,355 | $49,236+63.2% | $70,455+14.1% | $79,860+0.6% |
| Participation rate | 91.3% | 69.2%+22.1pp | 75.1%+16.2pp | 69.6%+21.6pp |
| Annual return | 13.66% | 30.07%-16.4pp | 109.06%-95.4pp | 31.72%-18.1pp |
| Employer contribution / active EE | $684 | $2,100-67.4% | $2,737-75.0% | $2,471-72.3% |
| Participant deferral / active EE | $2,149 | $2,769-22.4% | $3,709-42.1% | $3,740-42.6% |
| Admin fee / account holder | $0 | $2,877-100.0% | $3,845-100.0% | $5,306-100.0% |