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 | $61,881 | $65,322-5.3% | $70,476-12.2% | $73,493-15.8% |
| Participation rate | 91.2% | 77.0%+14.3pp | 75.1%+16.2pp | 70.7%+20.6pp |
| Annual return | 14.31% | 15.71%-1.4pp | 109.12%-94.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $3,602 | $2,460+46.4% | $2,738+31.6% | $2,270+58.7% |
| Participant deferral / active EE | $1,800 | $3,375-46.7% | $3,710-51.5% | $3,740-51.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |