Filed March 16, 2015
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,658 | $86,655-3.5% | $119,622-30.1% | $66,938+25.0% |
| Participation rate | 99.4% | 75.6%+23.8pp | 79.3%+20.1pp | 69.8%+29.6pp |
| Annual return | -11.40% | -8.00%-3.4pp | -14.98%+3.6pp | 1.58%-13.0pp |
| Employer contribution / active EE | $5,660 | $2,536+123.2% | $4,232+33.7% | $2,545+122.4% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $6 | $755-99.2% | $10,328-99.9% | $594-99.0% |