Filed July 11, 1
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 | $111,042 | $95,388+16.4% | $125,401-11.5% | $77,906+42.5% |
| Participation rate | 88.3% | 78.6%+9.7pp | 82.4%+5.9pp | 73.7%+14.6pp |
| Annual return | -16.70% | 116.19%-132.9pp | 572.53%-589.2pp | 12.16%-28.9pp |
| Employer contribution / active EE | $2,754 | $3,666-24.9% | $4,816-42.8% | $2,846-3.2% |
| Participant deferral / active EE | $11,213 | $7,711+45.4% | $7,448+50.5% | $4,805+133.3% |
| Admin fee / account holder | $0 | $119-100.0% | $10,008-100.0% | $133-100.0% |