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 | $237,246 | $105,190+125.5% | $98,920+139.8% | $90,274+162.8% |
| Participation rate | 96.9% | 86.4%+10.5pp | 76.0%+20.8pp | 73.4%+23.5pp |
| Annual return | 23.81% | 18.52%+5.3pp | 196.47%-172.7pp | 53.97%-30.2pp |
| Employer contribution / active EE | $6,101 | $3,831+59.3% | $2,689+126.9% | $2,523+141.8% |
| Participant deferral / active EE | $10,009 | $5,616+78.2% | $4,245+135.8% | $4,231+136.6% |
| Admin fee / account holder | $183 | $97+87.8% | $6,643-97.2% | $114+60.3% |