Filed October 24, 2014
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,993 | $102,389+9.4% | $100,540+11.4% | $90,274+24.1% |
| Participation rate | 99.4% | 84.0%+15.3pp | 79.4%+19.9pp | 73.4%+26.0pp |
| Annual return | 22.23% | 22.50%-0.3pp | 30.90%-8.7pp | 53.97%-31.7pp |
| Employer contribution / active EE | $2,381 | $3,056-22.1% | $3,419-30.4% | $2,523-5.7% |
| Participant deferral / active EE | $0 | $7,514-100.0% | $6,272-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $8,082-100.0% | $114-100.0% |