Filed September 17, 2015 (most recent of 3 filings on file)
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,029 | $67,166+132.3% | $57,356+172.0% | $55,191+182.7% |
| Participation rate | 98.8% | 77.7%+21.1pp | 75.1%+23.7pp | 69.2%+29.7pp |
| Annual return | 2.28% | 4.22%-1.9pp | 24.41%-22.1pp | 10.78%-8.5pp |
| Employer contribution / active EE | $9,086 | $2,812+223.1% | $2,689+237.9% | $1,899+378.5% |
| Participant deferral / active EE | $3,385 | $2,835+19.4% | $3,162+7.1% | $3,046+11.1% |
| Admin fee / account holder | $0 | $44-99.5% | $3,357-100.0% | $91-99.8% |