Filed October 24, 2014
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,947 | $71,106+36.3% | $83,327+16.3% | $75,289+28.8% |
| Participation rate | 99.9% | 82.0%+17.9pp | 77.8%+22.2pp | 72.4%+27.5pp |
| Annual return | 2.18% | -0.56%+2.7pp | 10.64%-8.5pp | -0.04%+2.2pp |
| Employer contribution / active EE | $1,846 | $2,436-24.2% | $3,379-45.4% | $2,405-23.3% |
| Participant deferral / active EE | $0 | $6,249-100.0% | $5,565-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $72-99.9% | $7,540-100.0% | $102-100.0% |