Filed March 10, 2015
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Annual investment return 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 | $110,070 | $75,183+46.4% | $123,894-11.2% | $55,167+99.5% |
| Participation rate | 99.2% | 72.8%+26.4pp | 81.4%+17.8pp | 69.0%+30.2pp |
| Annual return | 0.39% | 19.01%-18.6pp | 47.52%-47.1pp | 169.23%-168.8pp |
| Employer contribution / active EE | $12,500 | $2,823+342.7% | $4,617+170.8% | $1,963+536.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |