Filed June 8, 2009 (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.
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,199 | $82,783+321.8% | $133,982+160.6% | $90,274+286.8% |
| Participation rate | 91.2% | 81.3%+9.9pp | 79.8%+11.4pp | 73.4%+17.9pp |
| Annual return | 3.27% | 21.89%-18.6pp | 45.10%-41.8pp | 53.97%-50.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,919-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $4,291-100.0% | $5,047-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $8,930-100.0% | $114-100.0% |