Filed March 20, 2016
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,198 | $82,972+85.8% | $103,374+49.2% | $77,671+98.5% |
| Participation rate | 99.1% | 71.5%+27.6pp | 74.5%+24.6pp | 70.6%+28.5pp |
| Annual return | 87.84% | 19.14%+68.7pp | 24.89%+63.0pp | 31.21%+56.6pp |
| Employer contribution / active EE | $9,923 | $3,554+179.2% | $3,869+156.5% | $2,726+264.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |