Filed January 10, 2007
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $167,546-100.0% | $127,144-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 62.9%-62.9pp | 45.9%-45.9pp |
| Annual return | 4.27% | 8.06%-3.8pp | 9.35%-5.1pp | 10.21%-5.9pp |
| Employer contribution / active EE | $0 | $36,021-100.0% | $25,504-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $1,143-100.0% | $1,066-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,337-100.0% | $2,049-100.0% | $13,518-100.0% |