Filed March 10, 2015
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,969 | $70,002+54.2% | $115,038-6.1% | $52,331+106.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 81.43% | 4.04%+77.4pp | 26.14%+55.3pp | 4.54%+76.9pp |
| Employer contribution / active EE | $13,142 | $2,715+384.1% | $4,608+185.2% | $1,882+598.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |