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 | $87,102 | $46,534+87.2% | $64,097+35.9% | $75,177+15.9% |
| Participation rate | 88.3% | 65.9%+22.4pp | 72.3%+16.0pp | 67.2%+21.1pp |
| Annual return | 16.49% | 26.07%-9.6pp | 33.75%-17.3pp | 160.75%-144.3pp |
| Employer contribution / active EE | $750 | $1,976-62.1% | $2,750-72.7% | $2,671-71.9% |
| Participant deferral / active EE | $2,081 | $2,835-26.6% | $3,881-46.4% | $4,126-49.6% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |