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 | $70,394 | $84,784-17.0% | $98,462-28.5% | $74,473-5.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 29.52% | 20.59%+8.9pp | 21.17%+8.4pp | 34.36%-4.8pp |
| Employer contribution / active EE | $5,764 | $3,364+71.3% | $3,049+89.0% | $2,638+118.5% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |