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 | $47,105+206.4% | $68,368+111.1% | $67,986+112.3% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 14.50% | 48.37%-33.9pp | 292.57%-278.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $14,636 | $1,859+687.5% | $2,649+452.5% | $2,019+625.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $14 | $2,435-99.4% | $5,150-99.7% | $3,203-99.6% |