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 | $290,247 | $176,130+64.8% | $159,495+82.0% | $167,560+73.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.25% | 331.97%-320.7pp | 263.72%-252.5pp | 478.94%-467.7pp |
| Employer contribution / active EE | $3,077 | $5,300-41.9% | $4,831-36.3% | $4,840-36.4% |
| Participant deferral / active EE | $3,318 | $7,752-57.2% | $7,354-54.9% | $6,343-47.7% |
| Admin fee / account holder | $0 | $12,562-100.0% | $10,804-100.0% | $12,317-100.0% |