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 | $231,717 | $91,439+153.4% | $135,974+70.4% | $71,511+224.0% |
| Participation rate | 97.4% | 75.7%+21.8pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 23.37% | 29.90%-6.5pp | 68.30%-44.9pp | 28.86%-5.5pp |
| Employer contribution / active EE | $8,309 | $3,705+124.3% | $4,859+71.0% | $2,589+220.9% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |