Filed December 18, 2014 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $293,167-100.0% | $373,805-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 40.1%-40.1pp | 19.3%-19.3pp | 43.1%-43.1pp |
| Annual return | 3.86% | 8.90%-5.0pp | 9.52%-5.7pp | 259.19%-255.3pp |
| Employer contribution / active EE | $47,500 | $50,076-5.1% | $41,951+13.2% | $41,472+14.5% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,502-100.0% |