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 | $91,189 | $103,918-12.2% | $94,677-3.7% | $80,187+13.7% |
| Participation rate | 99.5% | 85.8%+13.7pp | 80.8%+18.7pp | 72.9%+26.6pp |
| Annual return | 6.00% | 27.77%-21.8pp | 156.95%-151.0pp | 40.40%-34.4pp |
| Employer contribution / active EE | $4,660 | $3,539+31.7% | $3,673+26.9% | $2,980+56.4% |
| Participant deferral / active EE | $0 | $9,528-100.0% | $7,418-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $96-100.0% | $7,222-100.0% | $145-100.0% |