Filed March 29, 2006 (most recent of 2 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,890 | $110,270-81.1% | $96,564-78.4% | $139,500-85.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | -10.70% | 26.43%-37.1pp | 25.89%-36.6pp | 373.99%-384.7pp |
| Employer contribution / active EE | $2,905 | $3,623-19.8% | $2,967-2.1% | $4,755-38.9% |
| Participant deferral / active EE | $5,753 | $5,550+3.7% | $4,852+18.6% | $6,713-14.3% |
| Admin fee / account holder | $69 | $11,606-99.4% | $8,256-99.2% | $11,410-99.4% |