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 | $57,266 | $81,948-30.1% | $90,766-36.9% | $64,824-11.7% |
| Participation rate | 99.7% | 80.5%+19.2pp | 75.7%+24.0pp | 71.5%+28.2pp |
| Annual return | 25.17% | -12.53%+37.7pp | -12.16%+37.3pp | 32.84%-7.7pp |
| Employer contribution / active EE | $5,423 | $3,067+76.8% | $2,922+85.6% | $2,507+116.3% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,446-100.0% | $188-100.0% |