Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | 14.66% | 13.23%+1.4pp | 12.88%+1.8pp | 10.21%+4.4pp |
| Employer contribution / active EE | $8,000 | $45,589-82.5% | $40,010-80.0% | $42,272-81.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |