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 | $148,832 | $69,511+114.1% | $94,677+57.2% | $71,535+108.1% |
| Participation rate | 89.1% | 78.4%+10.7pp | 80.8%+8.3pp | 67.9%+21.2pp |
| Annual return | 19.04% | 29.67%-10.6pp | 156.95%-137.9pp | 28.97%-9.9pp |
| Employer contribution / active EE | $1,145 | $2,853-59.9% | $3,673-68.8% | $2,590-55.8% |
| Participant deferral / active EE | $5,160 | $7,348-29.8% | $7,418-30.4% | $4,292+20.2% |
| Admin fee / account holder | $0 | $1,211-100.0% | $7,222-100.0% | $1,589-100.0% |