Filed August 26, 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 | $45,771 | $51,769-11.6% | $57,356-20.2% | $52,331-12.5% |
| Participation rate | 97.1% | 75.2%+21.8pp | 75.1%+22.0pp | 68.1%+29.0pp |
| Annual return | 1.76% | 2.43%-0.7pp | 24.41%-22.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $3,870 | $2,335+65.7% | $2,689+43.9% | $1,882+105.7% |
| Participant deferral / active EE | $2,451 | $2,794-12.3% | $3,162-22.5% | $3,022-18.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |