Filed October 18, 2004
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,713 | $167,510-53.6% | $151,634-48.7% | $134,554-42.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -29.06% | 7.81%-36.9pp | 3.32%-32.4pp | 418.46%-447.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,933 | $8,985-78.5% | $8,363-76.9% | $6,401-69.8% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,430-100.0% |