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 | $84,921 | $65,071+30.5% | $143,770-40.9% | $66,923+26.9% |
| Participation rate | 98.4% | 65.2%+33.2pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | 10.59% | -11.14%+21.7pp | -0.04%+10.6pp | 1.58%+9.0pp |
| Employer contribution / active EE | $6,398 | $2,361+171.0% | $4,951+29.2% | $2,545+151.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,638-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |