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 | $169,701 | $99,957+69.8% | $149,745+13.3% | $73,497+130.9% |
| Participation rate | 98.8% | 75.7%+23.1pp | 82.5%+16.3pp | 70.7%+28.1pp |
| Annual return | 31.13% | 53.87%-22.7pp | 276.72%-245.6pp | 28.51%+2.6pp |
| Employer contribution / active EE | $10,789 | $3,191+238.1% | $4,646+132.2% | $2,270+375.3% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |