Filed November 20, 2015
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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 | $49,367 | $51,769-4.6% | $57,356-13.9% | $52,331-5.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 0.88% | 2.43%-1.5pp | 24.41%-23.5pp | 4.54%-3.7pp |
| Employer contribution / active EE | $4,459 | $2,335+90.9% | $2,689+65.8% | $1,882+137.0% |
| Participant deferral / active EE | $5,009 | $2,794+79.3% | $3,162+58.4% | $3,022+65.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |