Filed May 23, 2006
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 | $160,073 | $79,169+102.2% | $100,415+59.4% | $74,478+114.9% |
| Participation rate | 93.4% | 79.4%+14.0pp | 81.5%+11.9pp | 67.2%+26.2pp |
| Annual return | 14.72% | 20.51%-5.8pp | 49.47%-34.8pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,325 | $3,017-56.1% | $3,943-66.4% | $2,626-49.5% |
| Participant deferral / active EE | $5,710 | $7,751-26.3% | $8,091-29.4% | $4,350+31.3% |
| Admin fee / account holder | $0 | $1,337-100.0% | $7,906-100.0% | $1,946-100.0% |