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 | $99,326 | $93,010+6.8% | $96,538+2.9% | $74,473+33.4% |
| Participation rate | 99.1% | 71.6%+27.5pp | 74.3%+24.7pp | 70.7%+28.3pp |
| Annual return | 297.30% | 37.50%+259.8pp | 35.74%+261.6pp | 34.36%+262.9pp |
| Employer contribution / active EE | $1,158 | $3,427-66.2% | $3,740-69.0% | $2,638-56.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |