Filed January 15, 2016
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,601 | $44,425+52.2% | $67,834-0.3% | $55,167+22.5% |
| Participation rate | 96.6% | 59.7%+36.9pp | 68.8%+27.8pp | 69.0%+27.6pp |
| Annual return | 109.10% | 17.80%+91.3pp | 138.47%-29.4pp | 169.23%-60.1pp |
| Employer contribution / active EE | $3,924 | $1,351+190.3% | $2,403+63.3% | $1,963+99.9% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |