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 | $136,240 | $80,753+68.7% | $136,2980% | $62,293+118.7% |
| Participation rate | 99.2% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 19.18% | 35.83%-16.6pp | 5156.27%-5137.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $12,400 | $2,884+330.0% | $4,696+164.1% | $2,042+507.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |