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 | $33,251 | $106,236-68.7% | $112,263-70.4% | $64,824-48.7% |
| Participation rate | 99.1% | 71.7%+27.4pp | 75.1%+24.0pp | 71.5%+27.6pp |
| Annual return | 111.11% | -6.02%+117.1pp | 27.49%+83.6pp | 32.84%+78.3pp |
| Employer contribution / active EE | $3,562 | $3,167+12.5% | $3,636-2.0% | $2,507+42.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |