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 | $196,035 | $104,482+87.6% | $159,455+22.9% | $79,393+146.9% |
| Participation rate | 96.6% | 76.6%+20.0pp | 82.8%+13.8pp | 70.7%+25.9pp |
| Annual return | 20.18% | 67.96%-47.8pp | 263.63%-243.5pp | 116.87%-96.7pp |
| Employer contribution / active EE | $9,206 | $3,416+169.5% | $4,830+90.6% | $2,428+279.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,800-100.0% | $627-100.0% |