Filed October 24, 2014
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,236 | $87,621+3.0% | $86,460+4.4% | $77,906+15.8% |
| Participation rate | 99.3% | 85.8%+13.5pp | 80.3%+19.0pp | 73.7%+25.6pp |
| Annual return | 0.88% | -13.90%+14.8pp | 4399.82%-4398.9pp | 12.16%-11.3pp |
| Employer contribution / active EE | $3,736 | $3,474+7.6% | $3,771-0.9% | $2,846+31.3% |
| Participant deferral / active EE | $0 | $8,645-100.0% | $6,954-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $85-100.0% | $6,727-100.0% | $133-100.0% |