Filed January 19, 2015 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,288 | $28,601-53.5% | $71,778-81.5% | $66,949-80.2% |
| Participation rate | 100.0% | 56.7%+43.3pp | 62.3%+37.7pp | 69.8%+30.2pp |
| Annual return | 37.69% | -10.90%+48.6pp | 9.15%+28.5pp | 1.57%+36.1pp |
| Employer contribution / active EE | $2,677 | $1,104+142.4% | $1,704+57.0% | $2,545+5.2% |
| Participant deferral / active EE | $0 | $1,912-100.0% | $2,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $3,974-100.0% | $594-100.0% |