Filed December 1, 2006 (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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,263 | $110,258-39.0% | $102,460-34.4% | $200,096-66.4% |
| Participation rate | 93.9% | 86.3%+7.6pp | 76.5%+17.4pp | 72.0%+21.9pp |
| Annual return | 14.40% | 35.78%-21.4pp | 29.47%-15.1pp | 34.26%-19.9pp |
| Employer contribution / active EE | $2,098 | $3,605-41.8% | $3,025-30.6% | $3,038-30.9% |
| Participant deferral / active EE | $6,702 | $6,377+5.1% | $5,056+32.6% | $5,090+31.7% |
| Admin fee / account holder | $0 | $122-100.0% | $9,460-100.0% | $269-100.0% |