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 | $172,661 | $65,437+163.9% | $86,698+99.2% | $66,949+157.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 9.49% | -10.91%+20.4pp | 35.96%-26.5pp | 1.57%+7.9pp |
| Employer contribution / active EE | $816 | $2,154-62.1% | $2,837-71.2% | $2,545-67.9% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |