Filed February 26, 2007 (most recent of 4 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,141 | $165,407+54.3% | $149,751+70.4% | $158,988+60.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.01% | 348.32%-333.3pp | 276.71%-261.7pp | 303.00%-288.0pp |
| Employer contribution / active EE | $5,711 | $5,105+11.9% | $4,646+22.9% | $4,763+19.9% |
| Participant deferral / active EE | $11,280 | $7,183+57.0% | $6,843+64.8% | $5,983+88.5% |
| Admin fee / account holder | $0 | $10,812-100.0% | $9,312-100.0% | $11,252-100.0% |