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 | $92,845 | $88,117+5.4% | $164,928-43.7% | $74,400+24.8% |
| Participation rate | 99.0% | 73.1%+25.9pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 15.52% | 17.27%-1.8pp | 70.08%-54.6pp | 1367.51%-1352.0pp |
| Employer contribution / active EE | $2,523 | $2,596-2.8% | $4,343-41.9% | $2,624-3.9% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,034-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,230-100.0% | $12,684-100.0% | $1,944-100.0% |