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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,710-100.0% | $197,217-100.0% | $63,710-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 83.3%-83.3pp | 75.2%-75.2pp |
| Annual return | 2.92% | 3.90%-1.0pp | -7.58%+10.5pp | 3.90%-1.0pp |
| Employer contribution / active EE | $0 | $6,662-100.0% | $8,500-100.0% | $6,662-100.0% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,479-100.0% | $2,030-100.0% |
| Admin fee / account holder | $0 | $2,967-100.0% | $12,351-100.0% | $2,967-100.0% |