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 | $228,320 | $127,796+78.7% | $76,768+197.4% | $73,367+211.2% |
| Participation rate | 99.9% | 88.2%+11.7pp | 77.0%+22.9pp | 69.5%+30.4pp |
| Annual return | -4.82% | -2.31%-2.5pp | 2.43%-7.3pp | 173.45%-178.3pp |
| Employer contribution / active EE | $9,880 | $3,931+151.3% | $2,485+297.5% | $2,499+295.4% |
| Participant deferral / active EE | $13,516 | $6,924+95.2% | $3,852+250.9% | $4,033+235.2% |
| Admin fee / account holder | $0 | $66-100.0% | $6,676-100.0% | $68-100.0% |