Filed April 27, 2017
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,181 | $58,895+15.8% | $178,503-61.8% | $73,497-7.2% |
| Participation rate | 97.7% | 66.2%+31.4pp | 81.9%+15.7pp | 70.7%+27.0pp |
| Annual return | 20.41% | 24.86%-4.5pp | 151.12%-130.7pp | 28.51%-8.1pp |
| Employer contribution / active EE | $5,240 | $2,236+134.4% | $5,011+4.6% | $2,270+130.8% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-99.9% | $13,987-100.0% | $513-99.9% |