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 | $97,219 | $64,705+50.3% | $62,929+54.5% | $67,986+43.0% |
| Participation rate | 70.8% | 65.6%+5.2pp | 73.1%-2.3pp | 57.2%+13.6pp |
| Annual return | 14.57% | 20.31%-5.7pp | 1063.93%-1049.4pp | 31.67%-17.1pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,422 | $3,198+163.3% | $3,888+116.6% | $3,358+150.8% |
| Admin fee / account holder | $8 | $1,428-99.5% | $5,065-99.8% | $3,203-99.8% |