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 | $119,804 | $55,002+117.8% | $59,887+100.0% | $56,287+112.8% |
| Participation rate | 95.4% | 75.9%+19.5pp | 74.7%+20.7pp | 69.9%+25.6pp |
| Annual return | -3.28% | 1.13%-4.4pp | 3.46%-6.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $4,812 | $2,448+96.6% | $2,722+76.8% | $2,111+127.9% |
| Participant deferral / active EE | $5,921 | $3,121+89.7% | $3,402+74.0% | $3,350+76.8% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |