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 | $50,107 | $52,467-4.5% | $57,196-12.4% | $55,167-9.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.06% | 7.72%-1.7pp | 14.59%-8.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $4,673 | $2,477+88.6% | $2,683+74.2% | $1,963+138.1% |
| Participant deferral / active EE | $5,150 | $2,830+82.0% | $3,096+66.3% | $3,054+68.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |