Filed September 1, 2015
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,435 | $50,464-43.7% | $75,784-62.5% | $52,331-45.7% |
| Participation rate | 90.4% | 66.8%+23.6pp | 75.8%+14.5pp | 68.1%+22.3pp |
| Annual return | -0.53% | 1.03%-1.6pp | 9.68%-10.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,183 | $1,988-40.5% | $3,323-64.4% | $1,882-37.1% |
| Participant deferral / active EE | $6,471 | $2,570+151.8% | $3,652+77.2% | $3,022+114.1% |
| Admin fee / account holder | $7 | $1,103-99.4% | $5,300-99.9% | $592-98.8% |