Filed September 16, 2011
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 | $191,030 | $111,064+72.0% | $67,652+182.4% | $69,651+174.3% |
| Participation rate | 99.8% | 86.0%+13.8pp | 75.7%+24.2pp | 66.6%+33.3pp |
| Annual return | 1.53% | 2.77%-1.2pp | 6625.40%-6623.9pp | 53.77%-52.2pp |
| Employer contribution / active EE | $8,855 | $3,328+166.1% | $2,266+290.9% | $2,241+295.2% |
| Participant deferral / active EE | $11,253 | $6,396+75.9% | $3,560+216.1% | $3,635+209.5% |
| Admin fee / account holder | $0 | $72-100.0% | $4,821-100.0% | $63-100.0% |