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 | $206,181 | $126,925+62.4% | $74,184+177.9% | $329,111-37.4% |
| Participation rate | 99.8% | 87.5%+12.3pp | 76.6%+23.2pp | 67.9%+32.0pp |
| Annual return | 7.59% | 10.67%-3.1pp | 17.74%-10.1pp | 16.35%-8.8pp |
| Employer contribution / active EE | $9,657 | $3,536+173.1% | $2,370+307.4% | $2,303+319.2% |
| Participant deferral / active EE | $12,506 | $6,619+88.9% | $3,550+252.3% | $3,682+239.7% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |