Filed March 16, 2015
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,692 | $83,045+0.8% | $130,026-35.6% | $71,495+17.1% |
| Participation rate | 99.0% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.1pp |
| Annual return | 28.62% | 20.61%+8.0pp | -137.26%+165.9pp | 28.85%-0.2pp |
| Employer contribution / active EE | $105 | $2,623-96.0% | $4,321-97.6% | $2,589-95.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,608-100.0% | $1,588-100.0% |