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 | $65,084+49.4% | $67,681+43.6% | $64,340+51.1% |
| Participation rate | 70.8% | 66.7%+4.0pp | 73.7%-3.0pp | 55.2%+15.5pp |
| Annual return | 14.57% | 20.50%-5.9pp | 590.58%-576.0pp | 24.14%-9.6pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $8,422 | $3,210+162.3% | $3,976+111.8% | $2,980+182.6% |
| Admin fee / account holder | $8 | $1,415-99.5% | $6,100-99.9% | $3,703-99.8% |