Filed January 28, 2002 (most recent of 4 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 | $0 | $28,444-100.0% | $497,499-100.0% | $28,444-100.0% |
| Participation rate | 0.0% | 64.8%-64.8pp | 76.7%-76.7pp | 64.8%-64.8pp |
| Annual return | -23.73% | -0.92%-22.8pp | 95.41%-119.1pp | -0.92%-22.8pp |
| Employer contribution / active EE | $4,215 | $2,855+47.6% | $41,136-89.8% | $2,855+47.6% |
| Participant deferral / active EE | $0 | $2,169-100.0% | $4,925-100.0% | $2,169-100.0% |
| Admin fee / account holder | $0 | $1,370-100.0% | $389-100.0% | $1,370-100.0% |