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 | $45,900+214.4% | $94,057+53.4% | $64,340+124.3% |
| Participation rate | 100.0% | 50.6%+49.4pp | 73.3%+26.7pp | 55.2%+44.8pp |
| Annual return | 14.50% | 50.47%-36.0pp | 480.62%-466.1pp | 24.14%-9.6pp |
| Employer contribution / active EE | $14,636 | $1,612+807.9% | $2,933+399.0% | $1,862+686.2% |
| Participant deferral / active EE | $0 | $2,102-100.0% | $4,709-100.0% | $2,980-100.0% |
| Admin fee / account holder | $14 | $3,143-99.6% | $7,244-99.8% | $3,703-99.6% |