Filed May 3, 2008 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,385-100.0% | $60,919-100.0% | $134,554-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | 0.00% | 50.13%-50.1pp | 16.98%-17.0pp | 418.46%-418.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,533-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,587-100.0% | $3,226-100.0% | $11,430-100.0% |