Filed October 24, 2014
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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% | $100,392-10.8% | $199,960-55.2% |
| Participation rate | 99.6% | 85.7%+13.9pp | 81.5%+18.1pp | 72.0%+27.6pp |
| Annual return | 2.04% | 17.79%-15.8pp | 49.45%-47.4pp | 34.28%-32.2pp |
| Employer contribution / active EE | $3,926 | $3,657+7.3% | $3,941-0.4% | $3,036+29.3% |
| Participant deferral / active EE | $0 | $9,844-100.0% | $8,090-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $7,904-100.0% | $269-100.0% |