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 | $67,594+43.8% | $77,361+25.7% | $69,733+39.4% |
| Participation rate | 70.8% | 71.7%-0.9pp | 75.0%-4.2pp | 62.5%+8.3pp |
| Annual return | 14.57% | 19.20%-4.6pp | 1011.54%-997.0pp | 15.22%-0.7pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $8,422 | $3,401+147.6% | $3,911+115.3% | $3,054+175.7% |
| Admin fee / account holder | $8 | $1,159-99.3% | $5,894-99.9% | $3,102-99.8% |