Filed October 24, 2014
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,579 | $115,744-22.6% | $100,415-10.8% | $200,096-55.2% |
| Participation rate | 99.6% | 85.7%+13.9pp | 81.5%+18.1pp | 72.0%+27.6pp |
| Annual return | 2.04% | 17.79%-15.8pp | 49.47%-47.4pp | 34.26%-32.2pp |
| Employer contribution / active EE | $3,926 | $3,657+7.3% | $3,943-0.4% | $3,038+29.2% |
| Participant deferral / active EE | $0 | $9,844-100.0% | $8,091-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $7,906-100.0% | $269-100.0% |