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 | $76,437 | $42,917+78.1% | $60,899+25.5% | $68,495+11.6% |
| Participation rate | 88.6% | 66.8%+21.8pp | 73.1%+15.5pp | 67.9%+20.7pp |
| Annual return | -12.67% | -13.99%+1.3pp | 16.92%-29.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $802 | $1,979-59.5% | $2,702-70.3% | $2,596-69.1% |
| Participant deferral / active EE | $2,224 | $2,867-22.4% | $3,817-41.7% | $4,028-44.8% |
| Admin fee / account holder | $0 | $3,102-100.0% | $3,225-100.0% | $5,403-100.0% |