Filed November 13, 1997
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,175 | $96,403+103.5% | $93,621+109.5% | $77,775+152.2% |
| Participation rate | 96.5% | 87.6%+8.8pp | 75.8%+20.6pp | 73.2%+23.2pp |
| Annual return | 24.70% | 39.36%-14.7pp | 32.76%-8.1pp | 32.58%-7.9pp |
| Employer contribution / active EE | $8,746 | $3,616+141.9% | $2,719+221.7% | $2,504+249.3% |
| Participant deferral / active EE | $9,154 | $5,341+71.4% | $4,070+124.9% | $3,966+130.8% |
| Admin fee / account holder | $162 | $90+81.3% | $7,890-97.9% | $100+62.2% |