Filed June 10, 2015
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,326 | $45,266+218.8% | $103,693+39.2% | $65,306+121.0% |
| Participation rate | 100.0% | 53.3%+46.7pp | 72.6%+27.4pp | 57.7%+42.3pp |
| Annual return | 14.50% | 25.10%-10.6pp | 47.61%-33.1pp | 21.94%-7.4pp |
| Employer contribution / active EE | $14,636 | $1,765+729.0% | $2,920+401.2% | $1,967+644.0% |
| Participant deferral / active EE | $0 | $2,099-100.0% | $4,579-100.0% | $2,959-100.0% |
| Admin fee / account holder | $14 | $3,221-99.6% | $7,858-99.8% | $3,480-99.6% |