Filed February 20, 2015 (most recent of 2 filings on file)
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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 | $136,788 | $57,976+135.9% | $63,018+117.1% | $62,293+119.6% |
| Participation rate | 91.0% | 75.9%+15.0pp | 74.8%+16.2pp | 69.5%+21.5pp |
| Annual return | 28.45% | 17.54%+10.9pp | 87.62%-59.2pp | 28.90%-0.4pp |
| Employer contribution / active EE | $3,394 | $2,415+40.6% | $2,761+22.9% | $2,042+66.2% |
| Participant deferral / active EE | $4,194 | $2,956+41.9% | $3,330+25.9% | $3,169+32.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |