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 | $88,563 | $53,841+64.5% | $75,731+16.9% | $85,851+3.2% |
| Participation rate | 88.8% | 69.0%+19.7pp | 74.8%+13.9pp | 69.3%+19.4pp |
| Annual return | 13.50% | 24.54%-11.0pp | 104.65%-91.2pp | 318.63%-305.1pp |
| Employer contribution / active EE | $846 | $2,017-58.1% | $2,743-69.2% | $2,565-67.0% |
| Participant deferral / active EE | $2,254 | $2,895-22.1% | $3,820-41.0% | $3,952-43.0% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |