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 | $185,930 | $84,493+120.1% | $125,381+48.3% | $66,938+177.8% |
| Participation rate | 95.7% | 76.4%+19.3pp | 82.4%+13.3pp | 69.8%+25.9pp |
| Annual return | -2.50% | -8.49%+6.0pp | 572.31%-574.8pp | 1.58%-4.1pp |
| Employer contribution / active EE | $9,085 | $3,554+155.6% | $4,815+88.7% | $2,545+256.9% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |