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 | $166,717 | $70,083+137.9% | $59,887+178.4% | $55,725+199.2% |
| Participation rate | 99.4% | 78.4%+21.0pp | 74.7%+24.7pp | 70.9%+28.6pp |
| Annual return | -2.04% | 3.13%-5.2pp | 3.46%-5.5pp | 244.93%-247.0pp |
| Employer contribution / active EE | $9,882 | $2,878+243.3% | $2,722+263.0% | $2,078+375.5% |
| Participant deferral / active EE | $3,621 | $3,079+17.6% | $3,402+6.4% | $3,356+7.9% |
| Admin fee / account holder | $1 | $70-98.9% | $3,591-100.0% | $115-99.3% |