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 | $184,192 | $95,542+92.8% | $69,461+165.2% | $67,579+172.6% |
| Participation rate | 99.7% | 79.4%+20.3pp | 74.6%+25.1pp | 71.3%+28.4pp |
| Annual return | 17.78% | 17.67%+0.1pp | 28.97%-11.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $9,775 | $2,989+227.1% | $2,779+251.7% | $2,148+355.1% |
| Participant deferral / active EE | $3,738 | $3,263+14.6% | $3,536+5.7% | $3,539+5.6% |
| Admin fee / account holder | $1 | $90-99.2% | $3,840-100.0% | $142-99.5% |