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 | $54,269 | $55,002-1.3% | $59,899-9.4% | $56,289-3.6% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.7%+24.4pp | 69.9%+29.2pp |
| Annual return | -5.12% | 1.13%-6.3pp | 3.46%-8.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $5,409 | $2,448+121.0% | $2,723+98.7% | $2,111+156.2% |
| Participant deferral / active EE | $5,552 | $3,121+77.9% | $3,402+63.2% | $3,350+65.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |