Filed January 15, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,784 | $63,471+258.9% | $68,803+231.1% | $66,949+240.2% |
| Participation rate | 98.0% | 60.0%+38.0pp | 69.0%+28.9pp | 69.8%+28.1pp |
| Annual return | 1.19% | -8.29%+9.5pp | -6.37%+7.6pp | 1.57%-0.4pp |
| Employer contribution / active EE | $17,698 | $1,776+896.5% | $2,656+566.4% | $2,545+595.3% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,239-100.0% |
| Admin fee / account holder | $3 | $578-99.4% | $4,936-99.9% | $594-99.5% |