Filed August 1, 2006
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,485 | $51,223+37.6% | $82,768-14.8% | $66,954+5.3% |
| Participation rate | 20.2% | 67.9%-47.7pp | 72.6%-52.4pp | 69.8%-49.7pp |
| Annual return | -17.47% | -9.86%-7.6pp | 702.70%-720.2pp | 1.57%-19.0pp |
| Employer contribution / active EE | $722 | $2,611-72.3% | $3,008-76.0% | $2,545-71.6% |
| Participant deferral / active EE | $1,159 | $3,460-66.5% | $4,395-73.6% | $4,239-72.7% |
| Admin fee / account holder | $6 | $415-98.5% | $5,326-99.9% | $594-98.9% |