Filed October 18, 2004 (most recent of 2 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.
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 | $14,961 | $85,092-82.4% | $70,589-78.8% | $139,500-89.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 14.27% | 30.40%-16.1pp | 32.80%-18.5pp | 373.99%-359.7pp |
| Employer contribution / active EE | $0 | $3,914-100.0% | $2,977-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $4,569-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1 | $8,935-100.0% | $6,430-100.0% | $11,410-100.0% |