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 | $180,624 | $74,552+142.3% | $63,018+186.6% | $69,631+159.4% |
| Participation rate | 99.7% | 78.3%+21.4pp | 74.8%+24.9pp | 70.7%+29.0pp |
| Annual return | 14.74% | 15.77%-1.0pp | 87.62%-72.9pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $9,912 | $2,929+238.4% | $2,761+259.1% | $2,032+387.8% |
| Participant deferral / active EE | $3,456 | $2,974+16.2% | $3,330+3.8% | $3,224+7.2% |
| Admin fee / account holder | $0 | $59-99.8% | $3,601-100.0% | $110-99.9% |