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 | $57,499 | $57,976-0.8% | $63,018-8.8% | $62,293-7.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.82% | 17.54%-2.7pp | 87.62%-72.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $5,365 | $2,415+122.2% | $2,761+94.3% | $2,042+162.7% |
| Participant deferral / active EE | $5,501 | $2,956+86.1% | $3,330+65.2% | $3,169+73.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |