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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,491 | $59,535+117.5% | $90,161+43.6% | $62,293+107.9% |
| Participation rate | 64.8% | 73.0%-8.3pp | 76.9%-12.1pp | 69.5%-4.8pp |
| Annual return | 16.70% | 23.53%-6.8pp | 34.89%-18.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,214 | $4,639+12.4% | $5,287-1.4% | $3,169+64.5% |
| Admin fee / account holder | $1 | $337-99.7% | $5,943-100.0% | $479-99.8% |