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 | $83,023+85.7% | $102,437+50.5% | $77,762+98.3% |
| Participation rate | 99.1% | 71.5%+27.6pp | 74.5%+24.6pp | 70.6%+28.5pp |
| Annual return | 87.84% | 19.12%+68.7pp | 24.95%+62.9pp | 31.27%+56.6pp |
| Employer contribution / active EE | $9,923 | $3,552+179.3% | $3,871+156.4% | $2,728+263.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |