Filed November 4, 2014
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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 | $89,387 | $70,083+27.5% | $59,883+49.3% | $55,725+60.4% |
| Participation rate | 97.7% | 78.4%+19.3pp | 74.7%+23.0pp | 70.9%+26.8pp |
| Annual return | -2.49% | 3.13%-5.6pp | 3.46%-6.0pp | 244.93%-247.4pp |
| Employer contribution / active EE | $3,732 | $2,878+29.7% | $2,722+37.1% | $2,078+79.6% |
| Participant deferral / active EE | $4,403 | $3,079+43.0% | $3,402+29.4% | $3,356+31.2% |
| Admin fee / account holder | $0 | $70-100.0% | $3,591-100.0% | $115-100.0% |