Filed April 20, 2015
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,431 | $93,131-48.0% | $106,554-54.5% | $86,821-44.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 47.18% | 19.45%+27.7pp | 26.80%+20.4pp | 97.94%-50.8pp |
| Employer contribution / active EE | $3,243 | $2,895+12.0% | $2,819+15.0% | $2,406+34.8% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |