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 | $94,920 | $48,284+96.6% | $67,524+40.6% | $80,911+17.3% |
| Participation rate | 88.2% | 66.4%+21.8pp | 72.9%+15.3pp | 67.6%+20.5pp |
| Annual return | 16.59% | 18.27%-1.7pp | 3519.41%-3502.8pp | 35.63%-19.0pp |
| Employer contribution / active EE | $891 | $2,021-55.9% | $2,734-67.4% | $2,756-67.7% |
| Participant deferral / active EE | $2,252 | $2,927-23.0% | $4,001-43.7% | $4,297-47.6% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |