Filed January 23, 2015
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,074 | $84,940+114.4% | $111,306+63.6% | $79,389+129.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 56.93% | 17.45%+39.5pp | 54.67%+2.3pp | 116.89%-60.0pp |
| Employer contribution / active EE | $715 | $1,979-63.9% | $2,732-73.8% | $2,428-70.6% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |