Filed September 17, 2015 (most recent of 3 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 | $184,119 | $79,124+132.7% | $60,899+202.3% | $64,814+184.1% |
| Participation rate | 96.9% | 77.7%+19.2pp | 73.1%+23.8pp | 71.5%+25.5pp |
| Annual return | -12.13% | -7.13%-5.0pp | 16.92%-29.0pp | 32.84%-45.0pp |
| Employer contribution / active EE | $9,458 | $3,050+210.1% | $2,702+250.0% | $2,507+277.3% |
| Participant deferral / active EE | $4,137 | $3,725+11.1% | $3,817+8.4% | $4,310-4.0% |
| Admin fee / account holder | $1 | $106-98.8% | $3,225-100.0% | $188-99.3% |